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.
Helpful Content
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Debt Stress
There’s a link between debt and stress.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?