Happy and Healthy 2024 to all. Tax Season 2024 is moving quickly. We are less than 30 days until the April 15th deadline. Appointment times are limited at this time but you can always drop off your documents and we will call or Zoom you with questions. We thank you all for your continued support of our family business. If you have any major financial changes occurring this tax year, we encourage you to call and make an appointment for our mid-year tax planning service.
Again, we want you to stay aware of the scammers! They are out in force. The IRS will NOT email or call you asking for bank information. Most importantly, remember to check our social media platforms on Facebook and Twitter for the most up to date information.
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Counteracting Capital Gains with Tax-Loss Harvesting
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Estimate the total cost in today's dollars of various mortgage alternatives.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Personal Finance Tips for Military Families
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Women and Financial Strategies
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Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
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Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Bridging the Confidence Gap
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A couple become Retirement Plan Detectives, searching records from old employers.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.