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
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.