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.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
A collection of tips from professional travelers.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
It's important to make sure your retirement strategy anticipates health-care expenses.
An increasing number have been developed to help individuals with their personal finances.
Do your insurance needs stay the same when the nest empties?
This checklist can give you a quick snapshot of how prepared you are.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
That big list of dreams and goals isn't the only way to look at your bucket list.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
With alternative investments, it’s critical to sort through the complexity.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A special needs trust helps care for a special needs child when you’re gone.
A bucket plan can help you be better prepared for a comfortable retirement.