Complete Planning For Maturing Professionals
With an extensive background in tax preparation, I understand the pursuit of a successful retirement, and investment planning* requires a holistic approach. By looking at your big picture tax and financial planning* needs, I can help you develop an efficient strategy for pursuing all of your objectives.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Saving for College 101
Here’s a crash course on saving for college.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Simple steps may help you foil hackers and protect your privacy.
Here are 4 great, and sometimes unexpected, places to raise a family.
A quick look at how federal income taxes work.
There are common mistakes you can avoid when saving for retirement.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Smart investors take the time to separate emotion from fact.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Why are 401(k) plans, annuities, and IRAs so popular?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.