I provide accounting, tax, financial services and investment planning services to individuals and businesses.
Retirement planning, education planning, risk management and so much more. I offer my clients a multi-faceted approach to address their growing financial needs.
Investment and financial services are offered by Robert L. Stickel, CPA, CFP through his affiliation with HD Vest Investment Services.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Couples may be able to head off many of the problems in a marriage that money can cause.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Do you have an estate strategy? You should.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Even low inflation rates can pose a threat to investment returns.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here are five facts about Social Security that might surprise you.
Do you know these three personal finance sayings?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
A special needs trust helps care for a special needs child when you’re gone.