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.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Life insurance proceeds are generally tax-free. But not in all cases.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Marriage changes everything, including your insurance needs.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
What is your plan for health care during retirement?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There’s an alarming difference between perception and reality for current and future retirees.
When do you need a will? The answer is easy: Right Now.
Even low inflation rates can pose a threat to investment returns.