Broker Check

Company Name - City, State

Call Us: (802) 527-9788

 
Business Services Individual Services Tax Services QuickBooks Services The Cycle of Investing The Other Sure Thing Choosing a Mortgage Rightsizing for Retirement Your DNA Test 16 Wall Street Cliches in 60 Seconds The Latte Lie and Other Myths

Our Firm


As an independent firm, we are committed to offering complete objectivity and unbiased advice.

Learn More

Our Services


We offer a full range of investment and financial services and have access to a wide array of solutions.

Learn More

Our Approach


We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.

Learn More

Our Mission

The mission of TABS, Inc. is to apply our experience and expertise in Books, Taxes and Wealth
in order to empower our clients to unlock their potential.

Contact Us

Helpful Content

Bi-Weekly Payments

Bi-Weekly Payments

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

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

 

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

Life Insurance Myths: Debunked

Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

View all articles arrow

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

A Look at Systematic Withdrawals

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

Disability Income

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

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

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

Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

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

Investment Strategies for Retirement

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Retiring in a Post-Pandemic World

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

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

View all videos arrow