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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Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
The Many Ways to Measure Inflation
Different inflation indexes may tell different stories. Here's what that could mean for you.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.