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.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
When considering life insurance, it's important to understand your options.
Don’t overlook the need for renter’s insurance if you rent your home.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Here are six flags that may make your tax return prime for an IRS audit.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
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.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
If you died, what would happen to your email archives, social profiles and online accounts?
Around the country, attitudes about retirement are shifting.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
The decision whether to buy or rent a home may have long-term implications.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.