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.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Try these activities to keep your brain sharp.
Simple steps may help you foil hackers and protect your privacy.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Have you explored all of your choices when it comes to managing your taxable income?
A bucket plan can help you be better prepared for a comfortable retirement.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.