I provide accounting, tax, financial services and investment planning services to individuals and businesses.
Retirement planning, education planning, risk management and so much more. I offer my clients a multi-faceted approach to address their growing financial needs.
Investment and financial services are offered by RLS Financial Services, a registered investment advisory firm..
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Building wealth requires protection from the forces of wealth destruction.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
In the face of divorce, making changes to insurance coverage may be overlooked.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How do the markets usually react to elections? Was the 2016 election any different?
When do you need a will? The answer is easy: Right Now.