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.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
One way to find money is to examine your current spending habits and eliminate money wasters.
This checklist can give you a quick snapshot of how prepared you are.
What does the Tax Reform and Jobs Act mean for you?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Why are 401(k) plans, annuities, and IRAs so popular?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are hundreds of ETFs available. Should you invest in them?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
$1 million in a diversified portfolio could help finance part of your retirement.