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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

Understanding Money Market Funds

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Fixed or Variable Mortgage, Which Should You Pick?

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

 

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Steps to Protecting a Child with Disabilities

Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

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College Savings

See how much you may need to save now to cover future college costs for your child.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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 Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

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.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

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