Your Financial Future
For over 50 years we have helped companies and individuals seeking tax, business, and financial counsel. Our small firm remains on the cutting edge of tax law and financial developments to provide our clients with timely and accurate information and advice, all delivered with a friendly personal touch.
Today’s economic environment presents many challenges. But along with these challenges come opportunities and potential rewards for those who plan for taxes and finances.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular tax or investment concepts. We look forward to helping you.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
For many, retirement includes contributing their time and talents to an organization in need.
Protect yourself against the damage that your homeowners policy doesn’t cover.
The recent market drop is an important reminder of why it's important to take a long-term view.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How do the markets usually react to elections? Was the 2016 election any different?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Agent Jane Bond is on the case, cracking the code on bonds.
Understanding the cycle of investing may help you avoid easy pitfalls.
Here are five facts about Social Security that might surprise you.