Certified Financial Planner; Tax Preparation & Planning Services

Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.
Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
Use this calculator to determine whether you qualify for the different types of IRAs.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
This calculator is designed to help you attach a dollar figure to your life’s work.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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