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
Prepare for Unexpected Expenses in Retirement
Learn how to safeguard your retirement from hidden costs and surprises with helpful tips and retirement planning strategies.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
Early Lessons for Raising Financially Confident Kids
Simple, everyday strategies to help kids develop healthy money habits and financial confidence over time.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Steps to Protecting a Child with Disabilities
Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.