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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Your credit score may influence how much you pay for auto and home insurance.
Tax preparation may be the perfect time to give the household budget a check-up.
Here are six flags that may make your tax return prime for an IRS audit.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How will you weather the ups and downs of the business cycle?
There are hundreds of ETFs available. Should you invest in them?
All about how missing the best market days (or the worst!) might affect your portfolio.
Around the country, attitudes about retirement are shifting.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
You’ve made investments your whole life. Work with us to help make the most of them.