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.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Learn when it may not make sense to file a claim on your home insurance.
Important items to consider when purchasing condo insurance.
Ascertaining the value of your business is important for a variety of reasons.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Do you have an estate strategy? You should.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
What is your plan for health care during retirement?
If you died, what would happen to your email archives, social profiles and online accounts?
Women must be ready to spend, on average, more years in retirement than men.
Do you have causes that you want to support with donations? Here are three tips.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.