Helpful Tax Planning
for 2017 and 2018
Tax Season is just around the corner and we have made lists (of what’s new & likely new in the tax code for 2017 & 2018) and checked them twice! Read all about it for both individual and business returns in the end of the year letters prepared to inform and remind you of things you can do BEFORE YEAR’S END TO MINIMIZE YOUR TAX LIABILITY. IT IS MORE IMPORTANT THAN EVER TO TAKE YEAR END PLANNING ACTION TO TAKE ADVANTAGE OF DEDUCTIONS THAT MIGHT NOT BE AVAILABLE NEXT YEAR. Please take a moment and read; we know you are busy but, don’t miss out! Click anywhere in this article to link to the letters.
When our 2017 software arrives, we will be getting it ready for YOU our clients. As soon as that happens, you will be getting another email with instructions for access to your organizer. Look for that early in the 2nd week of January. Until then enjoy the Holidays with family and friends and Happy Tax Planning. As always you can call us with any questions!!
Making A Difference In Your Financial Future
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletters, articles, calculators, and research reports as well as access to your investment accounts.
Our firm's experience as Certified Public Accountants gives you access to over 20 years of experience in accounting systems using QuickBooks, business management, development and controllership services as well as income tax planning and preparation experience for businesses and individuals. We serve businesses to help individuals.
As Certified Financial Planners, we use a comprehensive approach focusing on the 8 wealth management issues to focus our attention on your most pressing financial needs. We’re here to help educate you about the basic concepts of wealth management and take action towards your financial goals.
Doug's affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM provides him with state-of-the-art, real-time technology, back office support systems, comprehensive research, due diligence, and an exceptional array of highly competitive, non-proprietary financial alternatives, securities and services.
We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Couples may be able to head off many of the problems in a marriage that money can cause.
It may help your business be better prepared in the event of the death of a principal or key employee.
Understanding the economy's cycles can help put current business conditions in better perspective.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
To choose a plan, it’s important to ask yourself four key questions.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much you have the potential to earn during your working years.
This calculator demonstrates the power of compound interest.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, cracking the code on bonds.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
There’s an alarming difference between perception and reality for current and future retirees.
Pundits say a lot of things about the markets. Let's see if you can keep up.