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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

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

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