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.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The uncertainties we face in retirement can erode our sense of confidence.
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.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Savvy investors take the time to separate emotion from fact.
Why are 401(k) plans, annuities, and IRAs so popular?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Do you have causes that you want to support with donations?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.