Understanding Today's Financial Environment
Welcome, I’m Tony Mauro, President of the Tax Doctor, a financial advisor in Des Moines, IA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. we can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Helpful Content
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
When Markets React
When markets shift, experienced investors stick to their strategy.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.