Donald W. Cash - CPA, CFP®
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
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There are what seems like a millon things to deal with in retirement including-
* Health Issues
* Family Challenges
* Social Security
* Medicare / Long Term Care
* Investments
* IRA Rules
* Legal issues - Wills, Power of Attorney, Living Will
We hope the information on this site will help start on your journey toward clarity, control and peace of mind.
Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help you understand these issues and help you discover and achieve your true purpose for life and live a life of joy with peace of mind.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.