Dougherty, Tedesco & Associates

Newsletters

Charitable Gifts of Life Insurance

Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?

High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Beware of These Life Insurance Beneficiary Mistakes

Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
Small Businesses Could Face Borrowing Challenges

Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Loan Payoff

How much will it cost to pay off a loan over its lifetime?