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.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
2017 Year in Review
Take a look at this 2017 Market Recap.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Read this overview to learn how financial advisors are compensated.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
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.
This checklist can give you a quick snapshot of how prepared you are.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Pundits say a lot of things about the markets. Let's see if you can keep up.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
How will you weather the ups and downs of the business cycle?
There’s an alarming difference between perception and reality for current and future retirees.
Here are five facts about Social Security that might surprise you.
$1 million in a diversified portfolio could help finance part of your retirement.