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
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Spending Intentionally While Maintaining Your Goals
Learn how to tell the difference between purchases that reflect your priorities and those driven by habit or pressure.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.