July is a month to look inward to take inventory of your greatest blunders and spectacularly poor decisions.
Read MoreThe Road to Financial Independence: What Could Go Wrong?
When thinking about that magical road to financial independence consider planning for detours, closures or whatever else could possibly go wrong.
Read More2023 Financial Planning Annual Limits
Deeper CPA financial planner connections with Sue Stevens
Sue Stevens shares her journey and the wisdom she learned along the way in the third episode in this new podcast series for the AICPA.
Read MoreBest Financial Planning Ideas 2022
Bringing together our best ideas for a more profitable new year
Read MoreInsights and Index: Dreams of Wealth Series 2022
It’s a new year and there are a number of updates you’ll want to know about in the Dreams of Wealth series of books.
Read MoreTop Ten Portfolio Pitfalls
What most of us really want is a portfolio that grows steadily, gets us to our goals and manages to avoid the majority of problems we hear and see on the evening news. Let’s walk through ten of the most common pitfalls that can bedevil even the savviest investor’s portfolio.
Read MoreAnalyzing Your Tax Return
How often do you really look at your tax return and see what it’s telling you? I know it’s a relief to get it over with for another year, but it could save you a bunch of money to take the time to do a little detective work.
Read MoreThe Survivor’s Checklist
Losing a loved one is one of the most difficult things any of us will have to endure in our lifetimes. The experience is made all the more difficult by the myriad of paperwork the survivor must wade through. Here’s a brief checklist that covers what a survivor needs to do in order to navigate this emotional time.
Read MoreNatural Disaster Planning
Until some type of disaster happens to you, you think you’ll be immune. We all tend to be overconfident at times, but perhaps now is a good time to run through a disaster contingency drill. Here are a few things you may want to consider.
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