Providers of Accounting, Tax & Financial Services

My objective is to serve semi- and emerging affluent clients for whom I will provide Accounting, Tax and total wealth care management services. These retirement and estate planning services enable them…
Newsletters
-
A Map for Your Family
A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?
-
Grandparent 529 Plans Get a Boost Under New FAFSA Rules
Read how the FAFSA Simplification Act helps grandparents assist with college costs without impacting their grandchildren’s financial aid.
-
Credit Scores Reach Record High
This article discusses the components that determine your credit score and provides tips for maintaining a high score or raising a low one.
-
Fund Retirement and Reward Workers with a Cash Balance Plan
Do you know how cash balance retirement plans can help small business owners reduce taxable income and catch up on their savings? Find out.
Calculators
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.