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.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Six overlooked tax deductions to help manage your tax bill.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Ascertaining the value of your business is important for a variety of reasons.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Using smart management to get more of what you want and free up assets to invest.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Around the country, attitudes about retirement are shifting.
Smart investors take the time to separate emotion from fact.
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.
Taking your Social Security benefits at the right time may help maximize your benefit.
There are hundreds of ETFs available. Should you invest in them?