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

What You Need to Know about Tax-Loss Harvesting

What You Need to Know about Tax-Loss Harvesting

While tax-loss harvesting won't eliminate your taxes, it may offset what you owe on your taxable investment accounts.

Credit Card Payoff

Credit Card Payoff

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

Fixed or Variable Mortgage, Which Should You Pick?

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

 

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

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.

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

6 Smart Wealth-Building Money Habits to Start Early

Learn 6 smart money habits that can help you save more, spend wisely, and start building wealth now.

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.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

View all articles arrow

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

The Power of 401k Catch-Ups

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

Student Loan Payoff Calculator: Extra Payments Can Save You

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

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Rent vs Buy Calculator

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

Credit Card Payoff

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

View all calculators arrow

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Acres of Diamonds

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

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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?

Rightsizing for Retirement

What does your home really cost?

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

View all videos arrow