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
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Knowing the rules may help you decide when to start benefits.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Calculating your potential Social Security benefit is a three-step process.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
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.
When do you need a will? The answer is easy: Right Now.
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, cracking the code on bonds.
$1 million in a diversified portfolio could help finance part of your retirement.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Here are five facts about Social Security that might surprise you.