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601 E. Broad Street, Suite 100
Souderton, PA 18964

Tax Returns Plus Financial Services

(215) 723-7118

 
Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World Dreaming Up an Active Retirement Encore Careers: Push Your Boundaries

Your Financial Future

The economic environment today presents many challenges. The headlines are frightening and the repercussions of wrong or poor decisions are potentially disastrous.  That is why educating our clients makes us different.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.  Then we look holistically and comprehensively at all of your financial situations to piece together a plan that will work cohesively.  Your plan is then re-evaluated regularly to allow changes as your financial issues and goals change.

Our clients are our family.  Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation for success.  We want you to bring concerns no matter what troubles you with confidence in our passion, pride, focus and confidentiality.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us any questions you may have regarding particular investment concepts or products. We will get back to you quickly with a thoughtful answer.

Helpful Content

Dreaming Up an Active Retirement

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

 

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this hopeful, animated video.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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