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

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Bull & Bear Markets: A Timeline

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

 

Tax Strategies to Help Maximize Returns and Minimize Burdens

Looking to reduce your tax burden? Learn tax-efficient investment strategies that could help you keep more of your money.

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

Where Family Wealth Meets Family Values

Explore how giving, gifting, and everyday spending can work together to support your family's long-term goals.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

A Comprehensive Guide to Navigating Life's Transitions

Check out this comprehensive guide to all the stages of your financial life cycle as you navigate each life transition.

View all articles arrow

How Long Will My Savings Last If I Become Disabled?

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

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

College Savings

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

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

View all calculators arrow

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Timing Your Retirement

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

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.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Surprises

Making the most of surprises is a great reason to work with us.

View all videos arrow