Your Future.

At George R. Pierce & Associates, our goal is to help generations of our clients maintain a lifetime of financial independence and confidence through all market conditions. Find out how we can help you pursue your goals through every stage of your financial life.

Learn more
 

Helpful Content

Value vs. Growth Investing

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

What Is a Stretch IRA?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

 

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Do You Owe The AMT?

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.

A Primer on Dividends

A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

View all articles arrow

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Doubling Your Money

This calculator demonstrates the power of compound interest.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

View all videos arrow