Broker Check
No Cash, No Checks, No Problem Preparing For the Ultimate Vacation Don't Buy The Hype Once Upon a Goal

Navigating Your Financial Life 
Through Effective Tax Strategies

When it comes to your financial life, it can be overwhelming to implement and manage multiple strategies, stay up-to-date with the latest tax regulations, and handle your many other responsibilities in life. By working with a financial and tax professional you trust, you will feel more confident in your financial future and have more time to focus on your passions in life.

I’m Sallie Mullins Thompson, a CPA, financial planner, and tax strategist who helps small business owners, families, and executives address all elements of their financial lives, including tax, investment, retirement, and asset risk.

My goal is to integrate these components into a cohesive strategy that makes sense according to specific objectives, values, time horizon, and risk tolerance. Rather than working with several different firms, my clients are able to rely on one person for their financial guidance.

My services include accounting and bookkeeping, income tax preparation, financial statements development, investment management, cash flow analysis and budgeting, college funding, retirement plans, and income protection.

As both a tax and financial professional, I consider all tax ramifications in financial decision-making with the purpose of helping you generate more disposable income for your savings, retirement, and legacy desires. Based in New York City, I work with clients throughout the entire metropolitan area.

Helpful Content

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Keeping Up with the Joneses

Keeping Up with the Joneses

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

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

 

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

View all articles arrow

Tax Freedom Day

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

Should I Buy or Lease an Auto?

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

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

How Compound Interest Works

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

Taxable vs. Tax-Deferred Savings

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

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

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

View all presentations arrow

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Once Upon a Goal

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

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

View all videos arrow