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.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Taking regular, periodic withdrawals during retirement can be quite problematic.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Being healthy not only makes you feel good, it may also help you financially.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Simple steps may help you foil hackers and protect your privacy.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There’s an alarming difference between perception and reality for current and future retirees.
Are you ready for retirement? Here are five words you should consider.
What are your options for investing in emerging markets?
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.
There are three things to consider before dipping into retirement savings to pay for college.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.