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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

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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The Employment Situation: A Closely Watched Report

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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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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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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Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators