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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Understanding how a stock works is key to understanding your investments.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Here are five facts about Social Security that are important to keep in mind.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Tips on insuring your teen driver.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to compare the future value of investments with different tax consequences.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
How will you weather the ups and downs of the business cycle?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
It's easy to let investments accumulate like old receipts in a junk drawer.