Navigating Your Financial Life
Through Effective Tax Strategies
When it comes to your financial life, it can be overwhelming to manage its various aspects, along with handling your many other life responsibilities. The occurrence of major life events or things beyond your control happen can really be impactful.
By working with a financial and tax professional you trust, you will feel more confident about your financial future and have more time to focus on your passions in life.
I’m Sallie Mullins Thompson, a CPA/PFS, CFP, CDFA, and tax strategist, with over 2 decades of experience in the financial services profession. I help my clients with all elements of their financial lives, including transitions, such as the birth of a child/grandchild, divorce, wedding, and/or death of a family member.
My goal is to integrate the multiple components into a cohesive strategy that makes sense according to your needs and goals. Rather than working with several different firms, my clients are able to rely on one person for their financial guidance.
Since taxes are the biggest drag on you having the money you need, I quantify all tax ramifications for your financial decision-making. The result can be the enhancement of disposable income for savings, retirement, and legacy objectives.
My clients' best interests are always put first, while helping them to pursue their priorities, ambitions, and dreams. I work with families, business owners, and executive/professionals in the New York City and Washington, DC metropolitan areas.
Helpful Content

Saving for College
This calculator can help you estimate how much you should be saving for college.

What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.

The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
View all articles 
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
View all calculators 
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.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
View all presentations 
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?