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.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Knowing the rules may help you decide when to start benefits.
It's important to make sure your retirement strategy anticipates health-care expenses.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
$1 million in a diversified portfolio could help finance part of your retirement.
What is your plan for health care during retirement?
You’ve made investments your whole life. Work with us to help make the most of them.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Investors seeking world investments can choose between global and international funds. What's the difference?