From tax preparation to tax planning, we seek to help individuals and businesses to meet their unique needs.
From investing to retirement planning to insurance, we aim to create cohesive financial strategies that address all elements of your financial picture.
We will evaluate your current strategies, answer any questions you have, and help you adjust your plan as needed.
Connecting Taxation and Financial Services.
Often, a financial advisor and tax professional are the two most trusted professionals in one’s financial life. At Denise M. Knight & Associates LLC, our mission is to combine the two into one, using our specialized knowledge to help our clients achieve their individual financial goals. We work with a wide range of clients, whether they are business owners, families, or individuals at all stages of their career or approaching retirement.
As an independently managed firm, we are in a unique position: we can offer a wide array of services and products typically found at a large firm, but offer the personal care and communication of a small practice. We focus on building long-term client relationships by striving to make clients feel welcome and part of the family.Contact Us
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Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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Calculating your potential Social Security benefit is a three-step process.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It's easy to let investments accumulate like old receipts in a junk drawer.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There are three things to consider before dipping into retirement savings to pay for college.
Do you know these three personal finance sayings?
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