We help our clients focus on the intersection ...... Where Life Meets Wealth.
At Cadeau, we help people protect and invest their wealth by providing a clear picture of where you are now and where you need to be in the future, our team works to put you on a path toward better financial understanding and confidence regarding the retirement you deserve and the legacy you wish to leave to the ones you love.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
It sounds simple, but paying yourself first can really pay off.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
A quick look at how federal income taxes work.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
A bucket plan can help you be better prepared for a comfortable retirement.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The decision whether to buy or rent a home may have long-term implications.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.