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.
Calculating your potential Social Security benefit is a three-step process.
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.
If you died, what would happen to your email archives, social profiles and online accounts?
An inside look at how marginal income tax brackets work.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Four vacation destinations you might never have thought of.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Simple steps may help you foil hackers and protect your privacy.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
How federal estate taxes work, plus estate management documents and tactics.
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.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There are three things to consider before dipping into retirement savings to pay for college.
A special needs trust helps care for a special needs child when you’re gone.
It's easy to let investments accumulate like old receipts in a junk drawer.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.