Broker Check

David J. Fender & Associates, Inc.

Specializing in Taxation & Financial Services

 
27200 Tourney Road, Suite 250, Valencia,CA  91355    (661)753-9402

“A good plan executed now is better than a perfect plan next week.” — General Patton

The Cost of Procrastination Perception vs. Reality The Cycle of Investing The Power of Tax-Deferred Growth
Agent Photo

At David J. Fender & Associates Inc.,

We offer a variety of services including complex tax preparation, accounting services, as well as comprehensive investment planning*.  In addition to preparing and filing your tax return, we can assist in developing a unique plan that takes into account your financial circumstances, tax status, and can implement a broad variety of strategies for your college, retirement, insurance, and estate planning goals.

We offer our clients a multifaceted approach to address their growing financial challenges.


*These services are offered by David J. Fender through his affiliation with Avantax.

Helpful Content

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Investing for Impact

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

 

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

A Primer on Dividends

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

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

View all articles arrow

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Inflation & Retirement

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

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Current Cash Flow?

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

View all calculators arrow

Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

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

View all presentations arrow

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Social Security: By the Numbers

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

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Business Cycle

How will you weather the ups and downs of the business cycle?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

View all videos arrow