Broker Check

535 Lloyd Avenue
Latrobe, PA 15650

Christopher T. Pakos, CPA, PC.

(724) 537-6010

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

"Dream as if you'll live forever. Live as if you'll die tomorrow." -James Dean

Christopher T. Pakos, CPA, PC strives to help you live comfortably today while advising you on how to save as if you’ll live forever.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. 

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Investment and financial planning services are offered by Christopher Pakos through his affiliation with HD Vest.  

Helpful Content

The Ivory Tower Changes Wall Street

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Get Paid for Going Green

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

Should You Choose a Fixed or Variable?

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

 

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

View all articles arrow

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

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

Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

View all videos arrow