Retirement, Tax Planning, Mutual Funds,
Long Term Care, & Life Insurance
For more than 30 years, we have helped our clients grow their businesses, manage their taxes, and work toward financial security.
Integrating tax expertise and financial services gives us unique insight into your financial world and allows us to provide a coordinated approach that simplifies your life.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Learn when it may not make sense to file a claim on your home insurance.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The item most homeowners forget on their home improvement project checklist is insurance.
Couples may be able to head off many of the problems in a marriage that money can cause.
For homeowners who think their property taxes are too high, there are ways to appeal.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
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.
What does your home really cost?
How will you weather the ups and downs of the business cycle?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What is your plan for health care during retirement?