Tax Preparation and Financial Planning from a "Tax Smart Perspective."
Newsletters
-
HOT TOPIC: Manufacturing Slowdown. . .What Does It Mean for the Economy?
This article looks at some of the reasons behind the manufacturing slowdown and what it might mean for the broader U.S. economy.
-
HOT TOPIC: Keeping an Eye on Corporate Debt
This article looks at credit quality in the corporate bond market and the potential impact on fixed-income portfolios.
-
Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.
-
New Study Finds Widespread Job Loss After 50
A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.
Calculators
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Lease Payment
How much would your monthly lease payment be?
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.