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.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Apps that help small business owners better manage and grow their business.
In the face of divorce, making changes to insurance coverage may be overlooked.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
There are some key concepts to understand when investing for retirement
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.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Making the most of surprises is a great reason to work with us.
Taking your Social Security benefits at the right time may help maximize your benefit.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Even low inflation rates can pose a threat to investment returns.