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.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
An inside look at how marginal income tax brackets work.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Marriage changes everything, including your insurance needs.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Understanding the value of a home warranty.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
There are a number of ways to withdraw money from a qualified retirement plan.
$1 million in a diversified portfolio could help finance part of your retirement.
What is your plan for health care during retirement?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A special needs trust helps care for a special needs child when you’re gone.
The market is as unpredictable as the weather. We’d love to help you prepare.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?