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 HD Vest.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
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The Anatomy of an Index
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A letter of instruction provides additional and more personal information regarding your estate.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Military families face unique challenges, making personal finance even more critical.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
It may help your business be better prepared in the event of the death of a principal or key employee.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are three things to consider before dipping into retirement savings to pay for college.
What does your home really cost?
Smart investors take the time to separate emotion from fact.
There’s an alarming difference between perception and reality for current and future retirees.