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.
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Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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Tax preparation may be the perfect time to give the household budget a check-up.
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An inside look at how marginal income tax brackets work.
There are things about Social Security that might surprise you.
Term insurance is the simplest form of life insurance. Here's how it works.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Here's a breakdown of how the federal government spends your tax money.
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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
A presentation about managing money: using it, saving it, and even getting credit.
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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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Are you ready for retirement? Here are five words you should consider.
What are your options for investing in emerging markets?
$1 million in a diversified portfolio could help finance part of your retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Women must be ready to spend, on average, more years in retirement than men.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.