Accounting & Tax
We can help take some of the mystery out of your accounting and tax needs.
Wealth Management
Whatever your objectives, we can help you design an investment strategy tailored to your unique situation.
Technology
Providing insight and information for your small business technology needs.
Helpful Content
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Measuring the Value of a Financial Advisor
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Interest Rates: How Low Can They Go?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.