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.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
New Retirement Contribution Limits for 2024
A look at the new, record-high retirement contribution limits from the IRS.
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
The examples of famous celebrities underline the need for a clear estate strategy.
Here are five facts about Social Security that are important to keep in mind.
What kind of auto insurance should you have? Do you know?
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Around the country, attitudes about retirement are shifting.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Do you know how to set up your financial goals for success? This knight does.
What does your home really cost?