Financial Planning
We are able to assist you with your financial needs at any level. We have a flexible, yet powerful service offering that removes much of the administrative ...
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Personal Wealth Mgmt
Personal wealth comes in many ways. Whether it be an inheritance, a one-time financial event, insurance proceeds or the gradual, hard-earned process of ...
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Tax Planning
The tax code is complex and it affects all areas of your financial life. As a Certified Public Accountant, our firm principal, Scott Draper, is experienced and ...
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Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?