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
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
To choose a plan, it’s important to ask yourself four key questions.
How Insurance Supports Your Financial Goals
Discover how insurance can protect your income, family, and future while supporting long-term strategic financial planning.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.