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.
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.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Here are 4 great, and sometimes unexpected, places to raise a family.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Five creative (and inexpensive) ideas for motivating your employees.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Five phases to changing unhealthy behaviors.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some key concepts to understand when investing for retirement
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.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you know how to set up your financial goals for success? This knight does.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The market is as unpredictable as the weather. We’d love to help you prepare.
2018 could be shaping up to be an interesting year.
Making the most of surprises is a great reason to work with us.
Learn how to harness the power of compound interest for your investments.