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
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Retirement Seen Through Your Eyes
What's your vision of retirement?
6 Smart Money Habits for Building Long-Term Wealth
Discover practical habits to help you save more, spend wisely, and build lasting wealth for the future.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
View all articles 
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
View all calculators
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Surprises
Making the most of surprises is a great reason to work with us.