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
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
How Income Taxes Work
A quick look at how federal income taxes work.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.