
For more than 15 years, we have helped our clients grow their businesses, manage their taxes, and achieve financial security.
Integrating tax expertise 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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Sectors: Overweight, Underweight, or Just Right?
Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.
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A Wealth of Information: How to Read a Mutual Fund Prospectus
Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.
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New Life for Your Old Insurance Policy
Did you know that there are alternatives to abandoning or surrendering current life insurance coverage? Learn more in this article.
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HOT TOPIC: Unpacking the Inflation Reduction Act: What’s in It?
This article provides an overview of provisions that could affect consumers and businesses, including clean energy tax credits, Medicare changes, and new corporate taxes.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.