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.
 
 
 

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?

More Calculators →

Matching the Market

A look at the many types of indexes and indexed investments tracking various segments of the economy.

Entrepreneurs Get Back in the Game

Start-up activity rose to a 14-year high in 2012; some first steps for turning an idea into a profitable business.

Strengthening Social Security

A recent poll measured attitudes toward four potential changes to strengthen the Social Security system.

Production Values: New Calculations for GDP

The calculation of U.S. GDP was revised in 2013 and the changes provide a different perspective on economic performance.

More Newsletters →