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.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Try these activities to keep your brain sharp.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
What’s the deal with your yearly free credit report?
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
Enter various payment options and determine how long it may take to pay off a credit card.
There are some smart strategies that may help you pursue your investment objectives
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.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
$1 million in a diversified portfolio could help finance part of your retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There are a few things to consider when buying or leasing your next vehicle.
In life it often happens that the answers to our most pressing questions are right in our own backyards.