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
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
3 Reasons Why a Financial Professional is Better than the Do-It-Yourself Approach
When it comes to managing your personal finances, paying someone else to decide where to put your money may feel…3 Reasons Why a Financial Professional is Better than the Do-It-Yourself Approach
3 Tips on How to Plan Long-Term Care Before You Need It
It’s daunting to think about the day when you may not be able to live independently and care for yourself….3 Tips on How to Plan Long-Term Care Before You Need It