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.
2022: What’s New and What’s Next
Personal finance never stays the same. You need to know what’s changed in 2022 so you can do your best planning.
Best Financial Planning Ideas 2022
Bringing together our best ideas for a more profitable new year
Insights 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.
Top 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.
Analyzing 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.
The 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.