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Dourdas Financial

441 S. Salina Street Suite 607
Syracuse, NY 13202

Phone:

315-263-6393

E-mail:

peter@dourdasfinancial.com

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CD for The Personal Advantage by Peter N. Dourdas

Since 1984 DOURDAS FINANCIAL has been a boutique comprehensive Financial Services Firm committed to helping clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve clients wealth by delivering an unprecedented level of personalized service and experience.

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We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at peter@dourdasfinancial.com or call us at 315-263-6393. We look forward to hearing from you!  

Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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HOT TOPIC: Dreaming of Retirement? Consider Maxing Out Your 401(k) in 2025

Details 401(k) contribution and catch-up limits for maximizing savings.

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What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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