For years our firm has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic personal & corporate tax management and accounting services to more in-depth services such as bookkeeping, financial statements & IRS representation. We can also help with retirement planning, investing, as well as college planning while providing ongoing financial guidance and support to our clients. We can set up and manage IRA's, 529 plans or transfer inactive 401k plans into a portfolio that's managed consistently with your retirement goals.
Deana M. McGovern, CPA
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Simple steps may help you foil hackers and protect your privacy.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Calculating your potential Social Security benefit is a three-step process.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Investors seeking world investments can choose between global and international funds. What's the difference?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Around the country, attitudes about retirement are shifting.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.