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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New Retirement Contribution Limits for 2023
A look at the new, record-high retirement contribution limits from the IRS.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when begin preparing for education expenses.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
The Sequence of Returns
A look at how variable rates of return impact investors over time.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
The Rule of 72
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.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.