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.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Life Insurance Myths: Debunked
Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Here's a breakdown of how the federal government spends your tax money.
Military families face unique challenges, making personal finance even more critical.
Five strategies for managing your student debt.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Here’s a crash course on saving for college.
Investors seeking world investments can choose between global and international funds. What's the difference?
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Taking your Social Security benefits at the right time may help maximize your benefit.
Learn about cyber liability insurance in this entertaining video.
There’s an alarming difference between perception and reality for current and future retirees.