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.

 

 

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cash Flow Analysis

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

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

You Need a Will. What About a Trust?

This article provides an overview of basic trust terms and structures and common types of trusts.

Saving for Life After Work

Retirement benefits are the 3rd most important consideration fostering employee loyalty, after salary and health insurance.

Cleaning Up Your Financial Records

Make it easier to find financial documents when you need them with these organization tips.

Options for Retirement Living

Some considerations when deciding where to live in retirement, be it staying in the same community or moving.

More Newsletters →