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.
Life and Death of a \$20 Bill
How long does a $20 bill last?
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
What to Look for in a Long-Term-Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
It's important to understand how inflation is reported and how it can affect investments.
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.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Being healthy not only makes you feel good, it may also help you financially.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
This worksheet can help you estimate the costs of a four-year college program.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
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.
This calculator compares the financial impact of leasing versus buying an automobile.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you have causes that you want to support with donations? Here are three tips.
With alternative investments, it’s critical to sort through the complexity.
How will you weather the ups and downs of the business cycle?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.