My Expertise...Your Goals--Navigating You to your Financial Destination
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Accessing our site benefits you in many ways. First, you will discover who we are, what we do, and how we do it. Secondly, you can access resources on financial management and market performance that can expand your financial opportunities and potential rewards. Finally, you contact us through the site by completing our contact form, calling us directly or arranging a visit to our office.
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What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Do you have an estate strategy? You should.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Solve a mystery while learning how important your credit report is with this story-driven interactive.
What can be learned from the savings rate?
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
All about how missing the best market days (or the worst!) might affect your portfolio.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
A special needs trust helps care for a special needs child when you’re gone.
For women, retirement strategy is a long race. It’s helpful to know the route.
In life it often happens that the answers to our most pressing questions are right in our own backyards.