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
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Social Security: Maximizing Your Social Security Benefits
There are other ways to maximize Social Security benefits, in addition waiting to claim them.
A quick look at how federal income taxes work.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Are you ready for retirement? Here are five words you should consider.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
What if instead of buying that home, you invested that money?