Sit, Stay, Rollover: A Guide to IRA Rollovers An Arm and a Leg The New Wild West: Bitcoin What to Do When You Lose Your Wallet

Welcome!

Thank you for visiting our website.

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.

We welcome any questions or comments you may have. Feel free to contact us at any time.

 

Helpful Content

Home Mortgage Deduction

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Crowdfunding—Capital for the 21st Century

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

 

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

How Income Taxes Work

A quick look at how federal income taxes work.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

View all articles arrow

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like the junk in a junk drawer.

View all videos arrow