"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.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Retirees traveling abroad need to know that their health insurance travels with them.
Four vacation destinations you might never have thought of.
Military families face unique challenges, making personal finance even more critical.
In the face of divorce, making changes to insurance coverage may be overlooked.
Understanding the economy's cycles can help put current business conditions in better perspective.
Try these activities to keep your brain sharp.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
It's easy to let investments accumulate like old receipts in a junk drawer.
Making the most of surprises is a great reason to work with us.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The market is as unpredictable as the weather. We’d love to help you prepare.
There’s an alarming difference between perception and reality for current and future retirees.