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
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
6 Habits to Help Preserve and Encourage Generational Wealth
Six essential financial habits to protect wealth and create a legacy that lasts for generations.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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Saving for College 101
Here's a crash course on saving for college.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.