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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

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Your Social Security Roadmap

Your Social Security Roadmap

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

 

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

5 Habits to Adapt Your Financial Strategy For Retirement

Build confidence with these 5 habits that can help you adjust and manage your income, spending, and savings in retirement.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

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IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Taxable vs. Tax-Deferred Savings

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

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

My Retirement Savings

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

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Richest Man in Babylon

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

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

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