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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
How Income Taxes Work
A quick look at how federal income taxes work.
Insurance Needs Assessment:When You're Married With Children
When you’re married and have children, insurance needs will be different.
How to help determine life insurance needs to provide for your family after you pass away.
Calculating your potential Social Security benefit is a three-step process.
Understanding how capital gains are taxed may help you refine your investment strategies.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
A presentation about managing money: using it, saving it, and even getting credit.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A special needs trust helps care for a special needs child when you’re gone.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A bucket plan can help you be better prepared for a comfortable retirement.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.