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.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Bonds may outperform stocks one year only to have stocks rebound the next.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Military families face unique challenges, making personal finance even more critical.
Ascertaining the value of your business is important for a variety of reasons.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator shows how inflation over the years has impacted purchasing power.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Taking your Social Security benefits at the right time may help maximize your benefit.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Making the most of surprises is a great reason to work with us.
How will you weather the ups and downs of the business cycle?
What are your options for investing in emerging markets?
Are you ready for retirement? Here are five words you should consider.