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
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Planning for Today’s Retirement Reality
As inflation and market volatility hit, learn how to secure your retirement to maintain your lifestyle
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequences to their future financial security.
Adapting Your Money Habits for a Confident Retirement
Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?