Stephenson Accountancy Corporation

Making A Difference In Your Financial Future

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletters, articles, calculators, and research reports as well as access to your investment accounts. 

Our firm's experience as Certified Public Accountants gives you access to over 20 years of experience in accounting systems using QuickBooks, business management, development and controllership services as well as income tax planning and preparation experience for businesses and individuals. We serve businesses to help individuals.

As Certified Financial Planners, we use a comprehensive approach focusing on the 8 wealth management issues to focus our attention on your most pressing financial needs. We’re here to help educate you about the basic concepts of wealth management and take action towards your financial goals.

Doug's affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM () provides him with state-of-the-art, real-time technology, back office support systems, comprehensive research, due diligence, and an exceptional array of highly competitive, non-proprietary financial alternatives, securities and services.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →

Newsletters

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

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