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.
 
 
 

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

A Brave New World

The federal government is forging trade agreements and creating new programs that may help businesses become export-ready.

Imagining Your Retirement

Key points to consider as you envision your retirement and work to make your dreams come true.

Weighing Price and Earnings

Some factors that may affect P/E ratios and what they might reveal about individual stocks and broader market trends.

Matching the Market

A look at the many types of indexes and indexed investments tracking various segments of the economy.

More Newsletters →