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At McHugh CPA Group, we consider your comprehensive financial circumstance before we tailor tax and financial services to meet your specific needs. Our professionals work closely with each client in both design and implementation of strategy.

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Helpful Content

Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Preparing for the Expected

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

 

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Principles of Preserving Wealth

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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