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.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
However exciting retiring abroad may sound, it deserves considerable planning.
Term insurance is the simplest form of life insurance. Here's how it works.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
$1 million in a diversified portfolio could help finance part of your retirement.
A bucket plan can help you be better prepared for a comfortable retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Smart investors take the time to separate emotion from fact.
Here are five facts about Social Security that might surprise you.