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
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Do You Owe The AMT?
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.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Here are 4 great, and sometimes unexpected, places to raise a family.
Understanding how a stock works is key to understanding your investments.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator demonstrates the power of compound interest.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
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.
Around the country, attitudes about retirement are shifting.
The market is as unpredictable as the weather. We’d love to help you prepare.
What are your options for investing in emerging markets?
Here’s a crash course on saving for college.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.