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

When Markets React

When Markets React

When markets shift, experienced investors stick to their strategy.

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

What Is the Dividend Yield?

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

 

Choices for Your 401(k) at a Former Employer

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

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Managing Money as a Couple

Keys to preparing to grow wealthy together.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequences to their future financial security.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

View all articles arrow

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Long-Term-Care Needs

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

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

College Savings

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

View all calculators arrow

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Cycle of Investing

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

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

View all videos arrow