Tax, Accounting and Financial Services
Gerry Andrade & Associates, Inc. CPA is uniquely qualified to assist you, your family, and your business with tax preparation, estate planning and business consulting services for privately held businesses, strategic planning, as well as investment and retirement planning.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Technology tips to make your next trip even better.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Calculating your potential Social Security benefit is a three-step process.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
If you died, what would happen to your email archives, social profiles and online accounts?
Learn how to harness the power of compound interest for your investments.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
How will you weather the ups and downs of the business cycle?
The decision whether to buy or rent a home may have long-term implications.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.