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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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What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Being healthy not only makes you feel good, it may also help you financially.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
However exciting retiring abroad may sound, it deserves considerable planning.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Investors seeking world investments can choose between global and international funds. What's the difference?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
$1 million in a diversified portfolio could help finance part of your retirement.
Learning more about gold, and its history, may help you answer that question.
Estate conservation is too important to put off. Do you have a smart exit strategy?