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
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
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.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
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.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.