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The Facts About Income Tax Rightsizing for Retirement Making Your Tax Bracket Work Ready for Retirement?

 

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

Social Security: Two Benefit Strategies Eliminated

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

How to Bake a Pie-R-A

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

 

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

A Primer on Dividends

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

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

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

Managing Your Lifestyle

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

Tax Management Strategies

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

Retirement Plan Distributions

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Rightsizing for Retirement

What does your home really cost?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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