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.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
An inside look at how marginal income tax brackets work.
Bonds may outperform stocks one year only to have stocks rebound the next.
Here's a breakdown of how the federal government spends your tax money.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Understanding the cycle of investing may help you avoid easy pitfalls.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Why are 401(k) plans, annuities, and IRAs so popular?
Three things to consider before dipping into retirement savings to pay for college.