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
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Understanding how capital gains are taxed may help you refine your investment strategies.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Why are 401(k) plans, annuities, and IRAs so popular?
Smart investors take the time to separate emotion from fact.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Take a look at this 2017 Market Recap.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.