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.
Insuring Your Business With a Buy/Sell Agreement
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
An increasing number have been developed to help individuals with their personal finances.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Three things to consider before dipping into retirement savings to pay for college.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Understanding the cycle of investing may help you avoid easy pitfalls.
There are nearly 1,200 ETFs available. Should you invest in them?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Why are 401(k) plans, annuities, and IRAs so popular?