Founded over 30 years ago, The Associated Companies exist to work with you as your financial partner. For generations, our firm has worked with businesses and families on the path to their financial destination.
Our goal is to...
- help you analyze your current situation.
- design a coordinated action plan that matches your goals and objectives.
- utilize a long term perspective to provide solutions that work best for you.
- incorporate the latest technology and financial trends into a customized solution for you, your family and/or your business.
"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."
- Robert Kiyosaki, Author of "Rich Dad, Poor Dad"
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Understanding the economy's cycles can help put current business conditions in better perspective.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
It sounds simple, but paying yourself first can really pay off.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Understanding how capital gains are taxed may help you refine your investment strategies.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Agent Jane Bond is on the case, infiltrating the world of bonds.
How will you weather the ups and downs of the business cycle?
Here are five facts about Social Security that might surprise you.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.