Greetings from Jonathan and Chuck
You have questions. We have answers. If you want to work with real people who know you and your family, who respond quickly to your questions, and focus on the things that really matter, we think you will appreciate working with us.What We Do
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Six overlooked tax deductions to help manage your tax bill.
Good employee health can be great for the company’s bottom line.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Medicare’s popular program, offering free gym membership and health education.
There are things about Social Security that might surprise you.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Here’s a quick guide to checking to see if you have unclaimed money.
Understanding the cycle of investing may help you avoid easy pitfalls.
That big list of dreams and goals isn't the only way to look at your bucket list.
It’s never a bad time to speak with your financial professional about changes in your situation.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
With alternative investments, it’s critical to sort through the complexity.