We strive to meet each client’s specific needs in planning for the future and achieving your goals in an ever-changing financial and regulatory environment.
Useful Resources for Financial Management & Forecasting
Current Exchange Rates
This link will help you chart the dollar against any foreign currency.
Mortgage, Bank, Lending, and Interest Rates
This site will give you the most up-to-date information on constantly fluctuating rates.
Check stock quotes, and track the day’s financial news.
A great source of information for your personal finance needs. Get access to quotes, stock research, and news.
Market Watch by Dow Jones
CBS Marketwatch provides links to financial news, stock quotes, IRA resources, stock picks and more.
Travelex – Foreign Exchange
Foreign currency exchange. Travelex has competitive exchange rates and traveler’s cheques.
Tax Information Sites
The IRS website has many great tax resources for you.
IRS W4 Form
This form is used to determine federal income tax withholding.
New York Times
A good source for national and world news.
CPA Website Design
Comprehensive website design and hosting complete with tools created especially for CPAs.
Giving consumers reviews and knowledge for almost everything and anything you could purchase.
ABC’s of Real Estate
Great knowledge if you are buying, selling or mortgaging your home.
Yodlee is an aggregator of your bank accounts, reward programs, and a lot more. View all your accounts and your financial portfolio all in one place.