Acorn Tax & Wealth Advisors

CONNECT

Address:

Ocala Office
7494 SW 60th Ave Ste B
Ocala, FL 34476
Phone: 352-369-9933

Oxford Office
4075 County Rd. 106
Oxford, FL 34484
Phone: (352) 399-2980

Phone:

Videos

One survey found that 48% of current retirees had to retire earlier than they expected.

Source: Employee Benefit Research Institute, 2017

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.

  • How Pre-Tax Contributions Affect Your Paycheck

    How Pre-Tax Contributions Affect Your Paycheck

    The tax implications of retirement plan contributions and the effect on your take-home pay.

  • The Basics of Social Security Retirement Benefits

    The Basics of Social Security Retirement Benefits

    How much do you know about your Social Security retirement benefits?

  • Tax Reform: Changes for Individuals

    Tax Reform: Changes for Individuals

    In December 2017, Congress passed a sweeping tax-cut package that fundamentally changes the individual tax landscape.

  • The Pros and Cons of a Big Tax Refund

    The Pros and Cons of a Big Tax Refund

    Is receiving a big tax refund a reason to celebrate?

  • American Tax Burden

    American Tax Burden

    Are you concerned about your tax situation?

  • Protecting Your Dependents with Life Insurance

    Protecting Your Dependents with Life Insurance

    Term or whole life? Just be sure you have adequate coverage.