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Patrick W. Bould, CPA

Bould Financial Professionals

Providing the Cornerstones

for your Financial Future

Making Your Tax Bracket Work Charitable Giving: Smart from the Heart

Patrick W. Bould, CPA

Bould Financial Professionals


The Cornerstone for Your Financial Future.

For more than 20 years, we have helped our clients grow and manage their businesses, minimize their taxes, and work toward personal financial security.

Integrating tax expertise, accounting, consulting and financial services gives us unique insight into your financial world and allows us to provide a comprehensive approach that both yields desired results and simplifies your life.

As certified public accountants, Patrick W. Bould, CPA is a trusted advisor who can position you and your business to reach your financial goals. We provide accounting, tax and consulting services for individuals and small business. In accounting, we provide reviewed and compiled financial statement services, QuickBooks® and Peachtree® installation and assistance, and periodic client financial statement assistance. In tax, we provide professional individual, corporate, estate and partnership return preparation and tax reduction planning. In consulting, we provide litigation services and business profitibility services.

As financial advisors, Bould Financial Professionals provides comprehensive investment and insurance planning. The objective is to help clients achieve long term financial goals include retirement income and security planning, education planning and inheritance planning. Products include mutual funds, money management services including Portfolio Advisory Services, life and long term care insurance.

Helpful Content

How the SECURE Act 2.0 Changed RMDs

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Retirement & Rising Costs: Managing Inflation Risk

Retirement & Rising Costs: Managing Inflation Risk

Inflation affects every retiree. Discover smart ways to manage rising costs and keep your retirement plan on track.

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

 

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

What Can You Buy With 529 Distributions?

This article can be a helpful guide when beginning to prepare for education expenses.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

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Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

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Compare your current student loan terms to a potential refinance to see if it makes sense.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

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How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

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18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

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 Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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