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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.
 
 
 
Calculators

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?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

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