MONEYSENSE conducts a variety of workshops. Please
contact us for times and dates of upcoming workshops or for information on how to sponsor a workshop at your location:
- Lower the Cost of a College Education
- Paying for College
- Affordable College for Athletes
- Long-Range Planning for a College Education
- Financial Planning for Buying and Selling a Home
- Retirement Planning for Teachers
- How to Sell Your House in 5 Days
- Money-Earning Ideas for Kids 10 to 14
- Investing for the Long Term
Personal, Family, and Retirement Planning
When to Plan. Today's pace is so frantic, it's hard just to make time to plan one's financial future. At MONEYSENSE, our goal is to make the process pleasant and simple, so that you will make the time available to make important financial plans. Our approach is supportive -- we realize how busy you are. But you have to make the first move -- the hard part is making the call. Our friendly, competent consultants will be happy to work with you.
What we Do. Once we've taken an objective look at your situation, we'll likely suggest a variety of alternative solutions to problems such as:
- How should I diversify my investments?
- When can I retire and how much money will I need?
- Is now the time to refinance my mortgage?
- How should my spouse and I divide assets and income in our divorce settlement?
- Should we buy or lease our next car?
Whether you need the answer to just one problem or a multifaceted plan for you future, MONEYSENSE provides the services. We're happy to work with you on solving problems, large or small.
How we Charge. Consultations are billed on an hourly rate. Please
contact us for a fee schedule.
We prepare taxes for families, individuals, and owners of sole proprietorship (Schedule C) businesses. Electronic filing is available. We also do tax planning and offer suggestions for saving on taxes -- suggestions which make sense as part of your complete financial picture.
As part of our college funding services we help you estimate total taxes owed for the year. This calculation is important, since it is needed for filing financial aid forms at the earliest possible date.
Tax preparation rates vary depending on the forms needed. Please
contact us
for more information.
