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.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Probate can be a completely public process, or it can be managed to include as little information as possible.
A change in your mindset during retirement may drive changes to your portfolio.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you should be saving for college.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
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.
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?
A special needs trust helps care for a special needs child when you’re gone.
Have you found yourself suddenly single? Here are 3 steps to take right now.
What are your options for investing in emerging markets?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
If you died, what would happen to your email archives, social profiles and online accounts?