Tax Preparation and Financial Planning from a "Tax Smart Perspective."
Newsletters
-
Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
-
Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
-
Consider REITs for Income and Diversification
Explore the basics of equity real estate investment trusts (REITs) including their potential benefits and risks.
-
Managing Your Workplace Retirement Plan
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
Calculators
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.