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.
Helpful Content
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
How Income Taxes Work
A quick look at how federal income taxes work.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Emerging Market Opportunities
What are your options for investing in emerging markets?