Personal finance never stays the same. You need to know what’s changed so you can do your best planning.
Read More2024: What’s New and What’s Next
Current Commentary
Digging Deeper at Year-End for Better 2024 Financial Results
At year-end, or the beginning of a new year, I like to step back and take a closer look at how things are going and what needs to happen next. Maybe you do too.
Read MoreEconomic and Market Update October 3, 2023
Stock market +20% year-to-date 2023, cash and bond returns much higher than previous years, and more.
Read MoreEconomic and Market Update August 1, 2023
Stock market +20% year-to-date 2023, cash and bond returns much higher than previous years, and more.
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 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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