Delre & Associates Financial Services

Maria D. Delre-Walsh
      CPA/ PFS, MST

Home Page Text

Financial Planning Services for Individuals and Business including :
Ø      Personal Financial Planning Services for Individuals
        Ø      Retirement Planning
       Ø      Estate Planning
       Ø      Tax Planning
       Ø      Risk Management, including Life and Disability Insurance
       Ø      Investment Planning
             • Professional Money Managers and Traditional Investment Accounts
             • Consolidated Account Holdings offered through Statement One

Ø      Business Benefits and Valuation
       • Group Health, Dental and Disability Insurance
       • Retirement plans, including 401(k), 403(B), SEP and Simple Plans
       • Voluntary Supplemental Plans
       • Section 125 Cafeteria Plans

Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Home Affordability

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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators →

Newsletters

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

More Newsletters →