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 planning services are offered by Lori Rust through her affiliation with Avantax.
Helpful Content
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Passing Down Financial Values as a Part of Your Legacy
Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Emerging Market Opportunities
What are your options for investing in emerging markets?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
When Markets React
When markets shift, experienced investors stick to their strategy.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.