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 planning services are offered by Lori Rust through her affiliation with Avantax.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Medicare’s popular program, offering free gym membership and health education.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Learn about the latest sport to sweep the nation with this informative article.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Healthy habits are one of the greatest gifts to give your child.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Do you have causes that you want to support with donations?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
With alternative investments, it’s critical to sort through the complexity.
Learn about what risk tolerance really means in this helpful and insightful video.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.