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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Understanding the economy's cycles can help put current business conditions in better perspective.
Simple steps may help you foil hackers and protect your privacy.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
Estimate how much you have the potential to earn during your working years.
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
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.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
What does your home really cost?
Have you explored all of your choices when it comes to managing your taxable income?
There are hundreds of ETFs available. Should you invest in them?
$1 million in a diversified portfolio could help finance part of your retirement.