Taxation Services
From tax preparation to tax planning, we seek to help individuals and businesses to meet their unique needs.
Financial Planning
From investing to retirement planning to insurance, we aim to create cohesive financial strategies that address all elements of your financial picture.
Consultation
We will evaluate your current strategies, answer any questions you have, and help you adjust your plan as needed.
Connecting Taxation and Financial Services.
Often, a financial advisor and tax professional are the two most trusted professionals in one’s financial life. At Denise M. Knight & Associates LLC, our mission is to combine the two into one, using our specialized knowledge to help our clients achieve their individual financial goals. We work with a wide range of clients, whether they are business owners, families, or individuals at all stages of their career or approaching retirement.
As an independently managed firm, we are in a unique position: we can offer a wide array of services and products typically found at a large firm, but offer the personal care and communication of a small practice. We focus on building long-term client relationships by striving to make clients feel welcome and part of the family.
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A Look at Whole Life Insurance
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IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
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See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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Compare the long-term financial outcomes of renting versus buying a home.
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Estimate potential long-term care costs and what coverage may help address them.
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Work backwards from your savings goal to find the rate of return you'd need to get there.
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Find out how large your emergency fund should be based on your monthly expenses.
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What Smart Investors Know
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Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Saving for College 101
Here's a crash course on saving for college.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.