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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
There are some smart strategies that may help you pursue your investment objectives
Peer-to-peer payment apps are one of the newest ways to send money.
Taking your Social Security benefits at the right time may help maximize your benefit.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Explaining the SECURE Act and how the changes affect your retirement strategy.
Do you know these three personal finance sayings?
Why are 401(k) plans, annuities, and IRAs so popular?