We provide a library of financial calculators to help as a starting point for beginning your planning . Calculators you will find include those that will assist in forecasting your retirement options or child’s college fund to estate planning and mortgage refinancing. Interactive calculations, and reports are just a few features provided with our calculators to support preliminary financial planning. Though not a substitute for advice and information provided by a qualified professional, our calculators offer a good starting point.
We would also encourage you to contact us direct regarding any of these calculations that you may be interested in. Often we find that questions clients feel are simple are often complex issues that require a trained professional.
We also have a tax blog that my also be helping is answering some questions that you may have.
Tax advise contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used for the purpose of (I) avoiding tax related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.