"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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Tips on insuring your teen driver.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Even if you’re young and single, you should still consider protecting yourself.
When considering life insurance, it's important to understand your options.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Are you ready for retirement? Here are five words you should consider.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are a few things to consider when buying or leasing your next vehicle.
Learn how to harness the power of compound interest for your investments.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.