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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

Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

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Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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New and Improved Tax Treatment for Qualified Small Business Stock

The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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Calculators

Credit Card Debt

How Long Will It Take to Pay my Balance?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators