Broker Check
When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

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

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

What's My 2026 Tax Bracket?

What's My 2026 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

How to Make Your Retirement Go Further as Costs Rise

How to Make Your Retirement Go Further as Costs Rise

Retirement expenses don’t always stay predictable. Learn what to do to maintain your lifestyle when stability wavers.

 

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

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.

Simple Strategies for Tax-Intelligent Cash Flow

Looking to minimize taxes? Learn how understanding cash flow can help you keep more of your money and work toward your goals.

Building a Plan: Tax Strategies for Retirement Income

Ready to live your ideal retirement? Learn tax-efficient withdrawal strategies to help make your savings work harder for you.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Life Insurance Myths: Debunked

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

View all articles arrow

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

College Savings

See how much you may need to save now to cover future college costs for your child.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

View all calculators arrow

Rightsizing for Retirement

What does your home really cost?

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.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

A Bucket Plan to Go with Your Bucket List

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

View all videos arrow