Financial Planning Archives -

by Kelsey Ponesse, CPA September 10, 2020 1

COVID Financial Planning Opportunity 4: Review Your Risk Tolerance

Because of COVID, a great opportunity to review your risk tolerance has been created. This article details everything you need to know.

by Peter Greco September 8, 2020 0

Getting a loan paid within 24 hours is important as a borrower if you are in a tight situation and need the buying power.

by Kelsey Ponesse, CPA September 3, 2020 0

Because of COVID, a great opportunity to review all of your tax planning needs has been created. This article details everything you need to know.

by Kelsey Ponesse, CPA August 25, 2020 0

Because of COVID, a great opportunity to review all of your expenses has been created. This article details everything you need to know.

by Kelsey Ponesse, CPA August 18, 2020 3

COVID has brought us several financial planning opportunities, the first one being the chance to revisit your financial goals.

by Kelsey Ponesse, CPA August 11, 2020 0

Creating a financial plan is your first step in tracking your financial goals. This article answers the question of what exactly is a financial plan?

by Chris Warren August 6, 2020 0

This article explores the traditional ways someone may purchase a vehicle, but also details how specialty leasing works.

by Kelsey Ponesse, CPA July 29, 2020 3

Financial challenges brought by the COVID-19 pandemic create several opportunities. Here are four that should be considered.

by Sharon Wagner July 21, 2020 0

Retired and living on a fixed budget? Don’t fret, you can still enjoy yourself.

by Kelsey Ponesse, CPA July 10, 2020 0

There are many advantages of being both a CPA and Wealth Advisor.