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.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Here’s a guide to explain all the parts of Medicare.
Learn a little about worldwide currency in this fun infographic
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Do your insurance needs stay the same when the nest empties?
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Pundits say a lot of things about the markets. Let's see if you can keep up.
There are a few things to consider when buying or leasing your next vehicle.
When do you need a will? The answer is easy: Right Now.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A special needs trust helps care for a special needs child when you’re gone.