FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust

Genuine Care

One of our primary goals is to develop a long-term, trusting relationship with you.

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Comprehensive Service

When it comes to service, there are things you expect, and then there are embellishments to rise above and beyond expectations.

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Broad Perspective

Real-world insights and understanding that can help you better define your financial objectives.

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Your financial well being is our #1 concern

We are committed to providing the finest, investment products and services, and identifying potential problems that could undermine your financial stability.

Because the financial markets and your needs are always changing, successful investment management must be a dynamic process. We will meet you on a regular basis to discuss your progress in the light of the current economic outlook. While developing a process customized financial program, we will walk you through a step-by-step process that will make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. WE can help you execute a sound financial program utilizing products and services tailored to fit your needs.


2621 Forest Road, Spring Hill, FL 34606

10 W. Jefferson St, Brooksville, FL 34601

6277 A1A S, Suite 101, St. Augustine, FL 32080

Phone (352) 592-9833 • melisa@taxandfinancial.us

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Tax Deductions You Won't Believe

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Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

 

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

The Business Cycle

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Critical Estate Documents

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Your Cash Flow Statement

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

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Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

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

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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