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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.

Don't forget to listen to the Podcast "Your Money and Your Life"- click the PODCAST button on the top right. You can subscribe on Apple, Google, Spotify or Amazon

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.

Newsletters

Charitable Gifts of Life Insurance

Explains using life insurance to make meaningful charitable donations.

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A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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Taxing Social Security Benefits: Clearing the Confusion

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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Would You Be Prepared for an Unplanned Early Retirement?

Nearly half of retirees retired earlier than planned; steps to help prepare for unexpected retirement.

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More Newsletters

Calculators

Loan Payoff

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

Tax-Deferred Savings

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators