Navigating your financial future by the numbers
For more than 20 years, I have helped my clients grow their businesses, manage their taxes, and pursue financial security.
Integrating tax knowledge and financial services gives us unique insight into your financial world and allows us to provide a comprehensive approach that simplifies your life.
Newsletters
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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
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Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Savings Accumulation
Estimate the future value of your current savings.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.