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875 Mamaroneck Ave Suite 304 Mamaroneck, NY 10543

 

Personalized, Specialized and Customized Services

A Personalized Process Experience the Difference Lifelong Relationships
Taxation Services

From tax preparation to tax planning, we seek to help individuals and businesses to meet their unique needs.

Financial Planning

From investing to retirement planning to insurance, we aim to create cohesive financial strategies that address all elements of your financial picture.

Consultation

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.

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Helpful Content

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

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See how long a lump sum of savings could last based on your withdrawal rate and return.

Women and Wealth: A Pivot Towards Retirement

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

 

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Retirement Seen Through Your Eyes

What's your vision of retirement?

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

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Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

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Find out how large your emergency fund should be based on your monthly expenses.

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Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

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How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

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