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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
An increasing number have been developed to help individuals with their personal finances.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Couples may be able to head off many of the problems in a marriage that money can cause.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential capital gains taxes due on your transactions.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Three things to consider before dipping into retirement savings to pay for college.
What does your home really cost?
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Have you explored all of your choices when it comes to managing your taxable income?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.