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.

 

 

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Disability Income Insurance

How much Disability Income Insurance do you need?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

HOT TOPIC: Trading in Microseconds

Principles of high-frequency trading and an examination of its potential impact on average investors.

HOT TOPIC: Is a Strong Dollar Good for the U.S. Economy?

Understanding the rising U.S. dollar and its potential effect on the economy, consumers, and investors.

Considering UITs

An overview of UITs with a focus on some important factors to understand when adding UITs to a portfolio.

Imagining Your Retirement

Key points to consider as you envision your retirement and work to make your dreams come true.

More Newsletters →