Financial Planner and Accountant working as a team.
Financial Planners and Accountants: Your Power Couple for Tax Savings

A Certified Public Accountant (CPA) and a Certified Financial Planner™ (CFP®) are both tax planning professionals. However, the role each…Financial Planners and Accountants: Your Power Couple for Tax Savings

9 Empowering Questions Business Owners Can Ask Their CPA

Tax season is upon us! Now’s the time of year where you and your CPA sit down and strategize on…9 Empowering Questions Business Owners Can Ask Their CPA

Emotional Investments: How These Intense Feelings Can Make (Or Break) Your Retirement

Emotional investments have a bad reputation, and for good reason. They have the power to override rationality and cause you…Emotional Investments: How These Intense Feelings Can Make (Or Break) Your Retirement

Approaching Retirement as a Single Woman
Single Woman Retirement: 5 Things to Ask Yourself for Future Security

Approaching retirement on your own is overwhelming. It’s hard to know where you stand, or the direction to take. But…Single Woman Retirement: 5 Things to Ask Yourself for Future Security

Your 2023 Guide to Understanding and Hedging Against Inflation
2023 Guide to Understanding & Hedging Inflation

Inflation – ugh, it’s hard to even think about! But unfortunately, in 2023, it’s still something you need to think…2023 Guide to Understanding & Hedging Inflation

10 Ways To Build Retirement Momentum As An Independent Woman

Momentum is a powerful thing. Especially when handling the complex needs of retirement. So it’s best to get things moving…10 Ways To Build Retirement Momentum As An Independent Woman