Plus Accounting Inc

Our commitment is to serve as your trusted partner on your journey to financial security.

 

Would you like a second opinion on your investment strategies? Contact Cathy today for a complimentary review of your individual situation by filling out the form and we will schedule a consultation time with you.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

 

 

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Growth and Value Investing

Understanding the difference between growth and value investments may help with making more informed investing decisions.

Understanding Your Investment Brain

Understanding behavioral finance may help you determine an appropriate level of risk for your investing strategy.

When Adult Children Need Financial Help

Ideas for parents to consider when their adult children ask for financial help.

Keeping Score for Your Credit

Tips to maintain or potentially improve your credit scores (higher scores could make it easier to obtain credit).

More Newsletters →