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.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
It sounds simple, but paying yourself first can really pay off.
Five strategies for managing your student debt.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
What are your options for investing in emerging markets?
Here are five facts about Social Security that might surprise you.
There are hundreds of ETFs available. Should you invest in them?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A special needs trust helps care for a special needs child when you’re gone.
When should you take your Social Security benefit?