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.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Tax preparation may be the perfect time to give the household budget a check-up.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Lifestyle considerations in creating your retirement portfolio.
Retirees traveling abroad need to know that their health insurance travels with them.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
There are hundreds of ETFs available. Should you invest in them?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?