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We at Cashdollar & Associates, LLC place the highest level of trust and confidence in our abilities to deliver competent, well-informed, personalized service to our clients. It is in this service that relationships are maintained and grow. We work towards setting the standards through tremendous levels of professionalism and accurate knowledge of the industry. We can offer these talents to our clients by continuing education, personal knowledge of the clientele and professional image. It is our desire to impress new clients and keep the needs of our current clients met.

Our site is filled with educational videos, articles, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products.

Helpful Content

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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Featured Team Member

Steven Hykes

Steven came to our firm in March 2003 as a Sales Associate. He graduated from Grove City College in 1999 and holds a degree in mathematics and computer science. Steven became a Registered Paraplanner in June 2004. He has completed his...

David Cashdollar, CFP®

David has been married to Kathleen since 1971 and they have two grown children, Madeline and Tim. Dave is a sponsor and volunteer of his local YMCA and various church groups. David received his B.A. from Grove City College in 1971,...

Tim Cashdollar, CRC®

Timothy D. Cashdollar joined Cashdollar & Associates, LLC in January 2008. Prior to working at Cashdollar & Assoc., LLC Tim worked at John Hancock Financial where, for the last 6 years, he was Regional Vice President in charge of...

Barb Battin

Barb joined Cashdollar & Associates, LLC in February 2011 as a Sales Associate. She graduated from Allegheny College in May 2008 with a B.S. in Mathematics and earned a M.A. in Teaching from the University of Pittsburgh in June 2009....

Debra Irwin

Debra graduated from Clarion University in 1998 and joined Cashdollar & Associates, LLC in February 1999 as a Sales Associate. That same year Debra became a Registered Paraplanner from the College for Financial Planning. Debra has also...

Heather Gill

Heather graduated from Penn State University in 1995 and had previous financial experience before joining our firm as a Sales Associate in May 2000. In June 2001, Heather became a Registered Paraplanner through the College of Financial...

Greg Mattocks

Greg joined our staff in February 2006 as a Sales Associate. He graduated in the Fall of 2005 from Slippery Rock University with a degree in Finance and a certificate in personal financial planning. Greg has passed the financial...

Isaac Morris

Isaac joined Cashdollar & Associates, LLC in January 2011 as a Sales Associate. He graduated from Edinboro University of Pennsylvania's Business and Economics department in 2010. He elected to take on the challenge of a dual...

Julie Fleck

Julie joined Cashdollar & Associates, LLC in May 2006 as the office manager. She came to C&A with extensive experience in business management, accounting, A/P, A/R and auditing. She received her Paraplanner's certification in 1986. As...

Lynn Taylor

Lynn joined us in May 2000 as our Database Administrator. Lynn came to us with experience in tax accounting. She is responsible for maintaining our client data base, client portfolios and our computer network. She also serves as our...

Patty Orr

Patty joined C&A in August 2012 as our receptionist. As our director of first impressions, she has the inate ability to make all feel welcome upon arrival or when calling. Patty's previous work experiences and knowledge of Grove City...

Julie King

Julie joined Cashdollar & Associates, LLC in February 2015. She was previously the office manager at a local pharmacy with a total tenure of 22 years. She brings to us her talents as a top notch and dedicated assistant.

Matthew Formichella

Matt joined Cashdollar & Associates, LLC in October 2016 as a Sales Assistant. He graduated from Slippery Rock University in 2015 with a B.S. in Finance. Matt has previous experience in payroll. He also completed an internship with...

Lisa Flick

Lisa joined Cashdollar & Associates, LLC in September 2017 as a Sales Associate. Prior to joining C&A, Lisa was an accountant in student accounts at Grove City College and in cost accounting, AP & Payroll in the manufacturing industry...

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Experience Matters

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We help you develop a strategy to address your financial goals and objectives.

We invite you to check out all the material on our website. If something p... Learn More

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Office:	(724) 458-5233
Fax:	(724) 458-4870