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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Five strategies for managing your student debt.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Learn when it may not make sense to file a claim on your home insurance.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
There are four very good reasons to start investing. Do you know what they are?
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you know these three personal finance sayings?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What does your home really cost?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.