Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The Business Cycle
How will you weather the ups and downs of the business cycle?
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Carpooling might save you money on your premiums.
Your credit score may influence how much you pay for auto and home insurance.
When considering life insurance, it's important to understand your options.
Simple steps may help you foil hackers and protect your privacy.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Do you know what to do if a tree falls on you house, damaging your roof?
Here are a few reasons we’ve chosen to be independent.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Making the most of surprises is a great reason to work with us.