Financial and Tax Services LLC

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Childhood attitudes and habits can determine your child's health in his or her adult years.
09/23/2022

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

There are four basic steps to calculating the value of an estate.
09/21/2022

There are four basic steps to calculating the value of an estate.

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

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often...
09/19/2022

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
09/16/2022

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
09/14/2022

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

Lifestyle inflation can be the enemy of wealth building.
09/12/2022

Lifestyle inflation can be the enemy of wealth building.

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?
09/09/2022

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

August started off promising for investors, but tough talk from Powell cooled enthusiasm.
09/09/2022

August started off promising for investors, but tough talk from Powell cooled enthusiasm.

Monthly Market Insights | September 2022 U.S. Markets Renewed fears of higher rates and economic weakening, coupled with a tough talk by Fed Chair Jerome Powell and other Fed officials, sent stocks lower in August. The Dow Jones Industrial Average dropped 4.06 percent whereas the Standard & Poor’s...

What does it actually cost to raise a child? You might be surprised.
09/07/2022

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

Take the time to think about these three things when shopping for your next vehicle.
09/05/2022

Take the time to think about these three things when shopping for your next vehicle.

There are a few things to consider when buying or leasing your next vehicle.

Mortgage lenders consider many personal factors when deciding whether you can afford a home.
09/02/2022

Mortgage lenders consider many personal factors when deciding whether you can afford a home.

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Many have heard they should avoid probate; do you understand what probate is and how it works?
08/31/2022

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

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Chillicothe, MO
64601

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