Welcome To Our Blog

How much do you need to retire?

Most Americans simply don't save enough for retirement. Nearly half (45 percent) of working-age households don't have any retirement assets, according to the National Institute on Retirement Security. Of those working-age households close to retirement (age 55 and...

New job? Four choices for your existing 401(k)

Changing jobs and companies can be an exciting opportunity, but you have a choice to make. What will you do with the retirement savings you have accrued in your 401(k)? Consider these four choices: 1. Withdraw the money and don't reinvest it. This is usually the worst...

Single People Need Financial Planning, Too

Whether you are a lifelong single person or you found yourself single through divorce or the death of your spouse, you have your own financial considerations and complications. Unfortunately, many single people overlook financial planning. Don't make this costly...

Midyear Tax Planning Newsletter

We have just posted the 2017 MIDYEAR TAX PLANNING LETTER on our website. Here are headlines from the Letter. To read any of these articles, click here. If you have any questions, please don't hesitate to contact us at Cataldo Financial & Consulting Group: call...

What Auditors Will Look For

Tax audits still remain relatively rare, but should you face one, be prepared for questions. Tax authorities tend to deny everything and then make you prove that your deductions are valid. Here are some suggestions. To prove your deduction most auditors are looking...

Firm News: February 2017

FIRM NEWS: Thank you very much to the Valley Forge Dental Journal, Winter 2017 issue, for acknowledging John Cataldo, CPA. John presented at the Penn Dental Schattner Center on November 11, 2016. The presentation was for the Second District Valley Forge Dental...