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.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Even if you’re young and single, you should still consider protecting yourself.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Here are 4 great, and sometimes unexpected, places to raise a family.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
There are some key concepts to understand when investing for retirement
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.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you have causes that you want to support with donations? Here are three tips.
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, cracking the code on bonds.
That big list of dreams and goals isn't the only way to look at your bucket list.
Even low inflation rates can pose a threat to investment returns.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.