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 Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
An increasing number have been developed to help individuals with their personal finances.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
To choose a plan, it’s important to ask yourself four key questions.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
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.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How will you weather the ups and downs of the business cycle?
$1 million in a diversified portfolio could help finance part of your retirement.
There’s an alarming difference between perception and reality for current and future retirees.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
If you died, what would happen to your email archives, social profiles and online accounts?