Proper Retirement and Social Security Planning
Having a comfortable nest egg for retirement often takes decades of hard work, tweaking, and planning by the employee and their most trusted financial advisors
Category: Financial Planning
Excel Basics: Creating a Pivot Table
This article discusses the basics behind creating a PivotTable – a must know for any professional in the accounting or finance field.
5 Ways CPA Firms Can Build Revenue Post Tax Season
With tax season long gone, CPA firms can finally enjoy the revenue this time has brought them. Many are happy withContinue Reading
How to Get the Most out of Employee Stock Options
You finally made it big! You landed a job as a C-suite executive or manager-level employee at a publicly tradedContinue Reading
Ins and Outs of Saving for College
Whether you just had your first child (or grandchild), or your “little” bundle of joy is about to start theirContinue Reading
Tax Planning Checklist
It’s hard to believe but half of 2017 has come and gone. Summer is in full force and vacation seasonContinue Reading
Proper Life Insurance Planning
Although many families do not want to think too far into the future regarding their financial planning, proper life insuranceContinue Reading
529 College Savings Plan
College can be expensive, and if current trends continue, it will not get cheaper any time soon. You might haveContinue Reading
Financial Advice For Millennials
Recently, I had a discussion with a fellow CPA regarding giving financial advice to millennials. I mentioned using target marketingContinue Reading
Traditional IRA vs. Roth IRA
The type of individual retirement plan you choose today can have a major impact on your future savings and futureContinue Reading