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We are a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.
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Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Here's a breakdown of how the federal government spends your tax money.
A look inside the U.S. government's statistics on household net worth.
It's important to understand how inflation is reported and how it can affect investments.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investors seeking world investments can choose between global and international funds. What's the difference?
There are nearly 1,200 ETFs available. Should you invest in them?
There’s an alarming difference between perception and reality for current and future retirees.
Learning more about gold, and its history, may help you answer that question.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.