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.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Gaining a better understanding of municipal bonds makes more sense than ever.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Important items to consider when purchasing condo insurance.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
A letter of instructions provides additional and more personal information regarding your estate.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Smart investors take the time to separate emotion from fact.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Have you explored all of your choices when it comes to managing your taxable income?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
There’s an alarming difference between perception and reality for current and future retirees.