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The Facts About Income Tax Rightsizing for Retirement Ready for Retirement? Saving for College 101

 

Welcome

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

Helpful Content

Tax Reform: Before and After

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

 

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

February 2018 Top Five

2018 could be shaping up to be an interesting year.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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