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.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
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It sounds simple, but paying yourself first can really pay off.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Military families face unique challenges, making personal finance even more critical.
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Understanding how a stock works is key to understanding your investments.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Smart investors take the time to separate emotion from fact.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
There are three things to consider before dipping into retirement savings to pay for college.
Here are five facts about Social Security that might surprise you.