We Look at Your Whole Financial Picture
Welcome to our website! Please browse around. Become a knowledgeable taxpayer and help us help you. Remember we want you to contact us with your "Here's what we're thinking about doing" questions--not your "guess what we just did" comments. Taxes are only part of your financial picture. Investments,* insurance, estate planning, long term care, and other areas can contribute to your long term plan development. It's not too late to start saving for retirement or to get assistance in how to take your retirement savings in a tax-advantaged way. We have articles on this website to help educate you and we're here to advise you about your particular situation. Investment and financial plannning services are offered by Lori Rust through her affiliation with HD Vest.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Probate can be a completely public process, or it can be managed to include as little information as possible.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Regardless of how you approach retirement, there are some things about it that might surprise you.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
How federal estate taxes work, plus estate management documents and tactics.
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
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
Investment tools and strategies that can enable you to pursue your retirement goals.
What are your options for investing in emerging markets?
$1 million in a diversified portfolio could help finance part of your retirement.
When should you take your Social Security benefit?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Understanding the cycle of investing may help you avoid easy pitfalls.
Are you ready for retirement? Here are five words you should consider.