Control What You Can: Creating a Disciplined Approach
Investing can feel like a wild roller coaster ride, with ups and downs that can make even the steadiest of hands shake. That’s why having a plan in place, created in advance, is so important.
Blog: Masonry
July Horrible Scope
July is a month to look inward to take inventory of your greatest blunders and spectacularly poor decisions.
The 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.
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.
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.