The Grace Advantage
GRACE CPAs, LLP, Certified Public Accountants & Consultants is a full-service public accounting firm with offices in Monterey and Hollister, California. We provide a broad range of services to individuals and businesses, including non-profit and governmental entities. Our efforts to best serve our clients are continually enhanced through continuing education to update our knowledge and expertise regarding changes in tax and financial issues. By combining our dedication to provide the most professional, personalized services possible, with continuing professional education and the latest technology, we are committed to providing accurate and timely information. Our firm, and each partner, is licensed with the California State Board of Accountancy.
SagePoint Financial, Inc. is our firm's broker-dealer, which is separately owned and allows us to offer access to many diverse financial strategies and products. We offer independent investment advice and work with our clients to find the most appropriate strategy for their financial needs.
Newsletters
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Income Investors May Find Closed-End Funds on Sale
Do you know the differences between open-end and closed-end funds? This article compares the two.
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Key Retirement and Tax Numbers for 2021
IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.
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Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
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Living Benefits Can Help Counter Retirement Risks
Optional riders that add living benefits to annuities might help retirees address two financial risks: outliving their savings and paying for long-term care.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Lease Payment
How much would your monthly lease payment be?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.