Welcome!
We're happy to have you visit our team website.
The goal that our team sets to pursue with each and every client is to be your partner as you travel down your financial path. Finding your best financial path can be, and often is, a very complicated process that can present challenges to even the savviest individuals. That is where our team comes in. Collectively, we bring over 100 years of experience in assisting individuals and businesses as they navigate through the questions and challenges that come about in all stages of life and business. We consider it our mission to not only help you in pursuing your goals, but also to attempt to ensure that you do not fall into some of the financial pitfalls that become present along the way.
Please look through our website (or team brochure by clicking here) and give us a call to schedule an appointment at (219) 661-4423.
Newsletters
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Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
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SECURE Act Changes That Matter to Small Employers
The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
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Stay-at-Home Spouse? Consider a Spousal IRA
Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.
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HOT TOPIC: Election 2020: Uncertainty Creates Potential for Market Swings
A shift in the balance of power can strongly affect economic policies. View the presidential candidates’ tax proposals and other monetary policy positions.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.