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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Protect yourself against the damage that your homeowners policy doesn’t cover.
A collection of tips from professional travelers.
Important items to consider when purchasing condo insurance.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Knowing your options when a CD matures can help you make a sound investment decision.
Currency has been around for a long time. Here’s a quick history lesson.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
What does your home really cost?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The average retirement lasts for 18 years. Are you prepared to fill that many days?