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.

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.

IRA Eligibility

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

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

Retirees Spark a Surge in Small-Business Sales

Three business valuation methods are discussed with suggestions to help owners prepare for the sale of their businesses

Strengthening Social Security

A recent poll measured attitudes toward four potential changes to strengthen the Social Security system.

HOT TOPIC: Global Static: Geopolitics and U.S. Markets

A look at recent international geopolitical situations and whether they could have a long-term effect on U.S. markets.

Do You “Speak” Annuities?

An overview of fixed and variable annuities and how they could provide a guaranteed income stream in retirement.

More Newsletters →