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.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Five creative (and inexpensive) ideas for motivating your employees.
What does the Tax Reform and Jobs Act mean for you?
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There’s an alarming difference between perception and reality for current and future retirees.
Here is a quick history of the Federal Reserve and an overview of what it does.
Here are five facts about Social Security that might surprise you.
Even low inflation rates can pose a threat to investment returns.
Do you know these three personal finance sayings?
Investors seeking world investments can choose between global and international funds. What's the difference?