For years our firm has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic personal & corporate tax management and accounting services to more in-depth services such as bookkeeping, financial statements & IRS representation. We can also help with retirement planning, investing, as well as college planning while providing ongoing financial guidance and support to our clients. We can set up and manage IRA's, 529 plans or transfer inactive 401k plans into a portfolio that's managed consistently with your retirement goals.
Deana M. McGovern, CPA
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Five creative (and inexpensive) ideas for motivating your employees.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Regardless of how you approach retirement, there are some things about it that might surprise you.
This checklist can give you a quick snapshot of how prepared you are.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
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
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here is a quick history of the Federal Reserve and an overview of what it does.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
All about how missing the best market days (or the worst!) might affect your portfolio.
Here are five facts about Social Security that might surprise you.
It’s never a bad time to speak with your financial professional about changes in your situation.
An amusing and whimsical look at behavioral finance best practices for investors.