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.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Here are five facts about Social Security that are important to keep in mind.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
This calculator can help you estimate how much you may need to save for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
You’ve made investments your whole life. Work with us to help make the most of them.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Here is a quick history of the Federal Reserve and an overview of what it does.
There’s an alarming difference between perception and reality for current and future retirees.
Here’s a quick guide to checking to see if you have unclaimed money.