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.
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
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
How Income Taxes Work
A quick look at how federal income taxes work.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
It's easy to let investments accumulate like old receipts in a junk drawer.
Here are five facts about Social Security that might surprise you.
When do you need a will? The answer is easy: Right Now.
How will you weather the ups and downs of the business cycle?
The decision whether to buy or rent a home may have long-term implications.
In life it often happens that the answers to our most pressing questions are right in our own backyards.