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
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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.
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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.
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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.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.