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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Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
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Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Rightsizing for Retirement
What does your home really cost?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Saving for College 101
Here's a crash course on saving for college.