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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

The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

What To Do When Your Income Reaches 7 Figures

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Stay Safe with a Business Owner's Policy

Stay Safe with a Business Owner's Policy

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

 

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Balancing Family Giving and Retirement Planning

Learn how to set guardrails around gifting and spending so generosity strengthens your family, not your retirement risk.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

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Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Historical Inflation

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

Rent vs Buy Calculator

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

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Richest Man in Babylon

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

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

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