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
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
How Income Taxes Work
A quick look at how federal income taxes work.
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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Saving for College 101
Here's a crash course on saving for college.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.