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
Can Group, Private Disability Policies Work Together?
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Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Critical Estate Documents
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And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
9 Facts About Social Security
There are things about Social Security that might surprise you.
How to Make the Tax Code Work for You
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A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Estimate how much you have the potential to earn during your working years.
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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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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.
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Cost of Procrastination
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Social Security: By the Numbers
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The Power of Compound Interest
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Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?