I provide accounting, tax, financial services and investment planning services to individuals and businesses.
I am a Certified Public Accountant and Certified Financial Planner. The Better Life Wealth Management Group is a consulting firm that offers accounting and financial services. Accounting services include bookkeeping, tax preparation, software implementation (I am a Quickbooks Pro Advisor) and business consulting. Through my affiliation with HD Vest Investment ServicesSM, I offer a full range of financial services including personal and business financial planning. These services include, but are not limited to, investment management, retirement plans (design and implementation), and insurance.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Bonds may outperform stocks one year only to have stocks rebound the next.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
A change in your mindset during retirement may drive changes to your portfolio.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Knowing your options when a CD matures can help you make a sound investment decision.
This calculator demonstrates the power of compound interest.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
With alternative investments, it’s critical to sort through the complexity.
It's easy to let investments accumulate like the junk in a junk drawer.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.