We at Cashdollar & Associates, LLCplace the highest level of trust and confidence in our abilities to deliver competent, well-informed, personalized service to our clients. It is in this service that relationships are maintained and grow. We work towards setting the standards through tremendous levels of professionalism and accurate knowledge of the industry. We can offer these talents to our clients by continuing education, personal knowledge of the clientele and professional image. It is our desire to impress new clients and keep the needs of our current clients met.
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Searching for Your Ideal Risk Tolerance
Many people base their ideas about risk tolerance on subjective standards their feelings without considering whether their personal circumstances would either exaggerate or mitigate the risk inherent in a particular investment.
Are Higher Taxes Ahead?
Evidence is mounting that high-income taxpayers will face higher taxes in the near future. Sweeping tax reforms enacted in 2001 and 2003 are set to expire at the end of 2010, which means many Americans could face higher taxes starting in 2011.
Don't Forget the World
If your portfolio doesn't include some global equities, it may be missing a key dimension.
International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.
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Ideas to help simplify everyday finances.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Impact of Inflation
Estimate the future cost of an item based on todays prices and the rate of inflation you expect.
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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