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.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
It's important to make sure your retirement strategy anticipates health-care expenses.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Knowing the rules may help you decide when to start benefits.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
What can be learned from the savings rate?
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 determine whether it makes sense to refinance your mortgage.
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.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Recent changes in estate tax laws could affect the strategy you have in place.
A bucket plan can help you be better prepared for a comfortable retirement.
Learn how to harness the power of compound interest for your investments.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
When do you need a will? The answer is easy: right now.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.