While accounting and tax preparation is what we founded our company on, our clients appreciate the fact that we can manage their other financial concerns without them having to do the legwork of consulting an independent Financial Advisor. The process is greatly streamlined when solutions are attained with tax management incorporated from the beginning.
For homeowners who think their property taxes are too high, there are ways to appeal.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
2018 could be shaping up to be an interesting year.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
$1 million in a diversified portfolio could help finance part of your retirement.
How will you weather the ups and downs of the business cycle?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn how to harness the power of compound interest for your investments.
A bucket plan can help you be better prepared for a comfortable retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?