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.

 

 

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Lease Payment

How much would your monthly lease payment be?

More Calculators →

Be Careful About Cashing Out

When leaving a job, what you could do with the assets you’ve accumulated in your employer-sponsored retirement plan.

New Opportunity for Generating Lifetime Income

A survey of adults aged 44 to 75 found that 61% fear running out of money in retirement.

HOT TOPIC: U.S. Oil Carries More Weight in the Global Market

The U.S. has become the world’s largest energy producer; can lower gas and oil prices accelerate the economy?

Mutual Funds and ETFs

In spite of their similarities, there are some key differences between ETFs and mutual funds.

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