Certified Public Accountants
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We are here to assist you with all of your tax and accounting needs including personal, business, estate, and other taxes. In addition we are able to assist you with investment services such as IRA's,and 401K/403B rollovers and investing, and individual accounts through our mutual fund products.
We hope that you find the answers to your tax and investing related questions at our website, but please contact us if you have further question.
Newsletters
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HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor
At age 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway. This article focuses on investment fundamentals as well as tips and quotes from the famous investor.
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Fine-Tuning with Sector Funds
The stocks in the S&P 500 are classified by 11 sectors, each of which responds differently to market conditions.
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Indexed Annuities: Potential for Growth with Some Downside Protection
This article provides an overview of indexed annuities.
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Investing with Market Cap in Mind
Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.