Understanding Today’s Financial Environment
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (540) 989-4600.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Being healthy not only makes you feel good, it may also help you financially.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Are you ready for retirement? Here are five words you should consider.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
What does your home really cost?
Three things to consider before dipping into retirement savings to pay for college.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Estate conservation is too important to put off. Do you have a smart exit strategy?