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 Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
This helpful infographic will define bull and bear markets, as well as give a historical overview.
For some, the social impact of investing is just as important as the return, perhaps more important.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
It's easy to let investments accumulate like old receipts in a junk drawer.
Agent Jane Bond is on the case, cracking the code on bonds.
Here’s a quick guide to checking to see if you have unclaimed money.
Pundits say a lot of things about the markets. Let's see if you can keep up.
$1 million in a diversified portfolio could help finance part of your retirement.