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.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
This calculator can help you estimate how much you should be saving for college.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There’s an alarming difference between perception and reality for current and future retirees.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Have you explored all your options when it comes to managing your taxable income?
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
If you died, what would happen to your email archives, social profiles and online accounts?