Dependable Income, Steadfast Advice
At McAdams Tax Advisory Group, we strive to teach clients about a universe of investment options designed to generate portfolio growth and possible income through interest and dividends. Many income options are considered to be conservative; this is income that can be spent, or reinvested to grow your money organically, or – as we like to say - “the old fashioned way.”
Our number one mission is client education. We want to work with you to ensure that you make informed, educated decisions that will best suit your current needs and enable you to achieve your long-term financial goals. We will teach you the basics of investing, the importance of financial defense, the essential facts about market history, what you need to know about interest rates, bond funds, and strategic investing, and the difference between income and cash flow.
At the same time, we will teach you how to avoid the common financial mistakes that typically undermine so many retirement plans, mistakes such as inefficient asset allocation, overpaying on taxes, and a lack of catastrophic health care planning.
At McAdams Tax Advisory Group, we believe the best client is a knowledgeable client. We believe peace of mind comes from understanding your options and from working regularly with your advisor to choose the options that will work best for you and your loved ones – now and into the future.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
A change in your mindset during retirement may drive changes to your portfolio.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your capital gains tax.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
If you died, what would happen to your email archives, social profiles and online accounts?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Smart investors take the time to separate emotion from fact.
Here are five facts about Social Security that might surprise you.