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
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Military families face unique challenges, making personal finance even more critical.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
When to start? Should I continue to work? How can I maximize my benefit?
Do you understand these common mobile slang terms?
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
That big list of dreams and goals isn't the only way to look at your bucket list.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Investors seeking world investments can choose between global and international funds. What's the difference?
When should you take your Social Security benefit?