When clients ask, "What are the pieces of a financial plan?" You'll be ready with answers.
Our industry does a terrible job of helping the public understand the difference amongst each firm or people’s primary function.
Have you ever thought to yourself “I knew that was going to happen” when it comes to your investments?
When you look at the financial advice-giving landscape, there can be a lot of confusing titles given to individuals.
No matter how young or old, everyone should meet (at some point) with a financial planner.
My interest, for this essay, is in the determination of the process or the causes of the Fixed Income investor’s mindset.
Years of experience have prepared us to guide you through your life transitions.
What I will describe is focusing on the Unknowable vs. Knowable - a key to long-term investor success.
Our CPA Financial Planning thought leadership has been curated with the intention of explaining the benefits and basics of financial planning.
We work with CPAs every day and support their member organizations in a variety of ways, including speaking at MICPA events, providing relevant thought leadership and serving on planning committees.