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.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Purchasing homeowners insurance is critical for protecting your home.
A few strategies that may help you prepare for the cost of higher education.
Here's a breakdown of how the federal government spends your tax money.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator demonstrates the power of compound interest.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
What are your options for investing in emerging markets?
What does your home really cost?
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
When do you need a will? The answer is easy: right now.
Making the most of surprises is a great reason to work with us.