CPA WEALTH ADVISORS, LLC

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Year-End 2024 Tax Tips

Here are some things to consider when weighing potential tax moves before the end of the year.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
A Mortgage Recast Is an Alternative to Refinancing

When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.
Are You Spending Money to Keep Stuff You Don’t Need?

One in 10 Americans leases a storage unit. But for many, it may be worthwhile to let go of unneeded belongings instead.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Credit Card Debt

How Long Will It Take to Pay my Balance?
Car Affordability

How much can you afford to pay for a car?