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Let us help you achieve your goals through careful development and implementation of strategies to help gain financial success. We offer "One Stop Shopping" for clients' financial and legal needs.
Our experience, knowledge and personal approach enable us to help you fully integrate all aspects of your financial needs. We work together towards a single goal: Helping you achieve financial success.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Even if you’re young and single, you should still consider protecting yourself.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Are you ready for retirement? Here are five words you should consider.
Even low inflation rates can pose a threat to investment returns.
How do the markets usually react to elections? Was the 2016 election any different?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learn how to harness the power of compound interest for your investments.
Women must be ready to spend, on average, more years in retirement than men.