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.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Knowing the rules may help you decide when to start benefits.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
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 some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, cracking the code on bonds.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How will you weather the ups and downs of the business cycle?
What is your plan for health care during retirement?