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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

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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New Auto Loan Interest Deduction Explained

The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

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Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Car Affordability

How much can you afford to pay for a car?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Disability Income Insurance

How much Disability Income Insurance do you need?

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