Financial Planning Archives

by Kelsey Ponesse, CPA August 18, 2020 3

COVID Financial Planning Opportunity 1: Revisit Financial Goals

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.

by Whitney Nash, CPFA June 30, 2020 0

Self employed? Be sure to know the difference between a SEP IRA and a Self Directed Solo 401(k).

by Sharon Wagner June 8, 2020 1

Looking for income during retirement? Check out these 5 jobs.

by Sal Morrone June 4, 2020 0

What does retirement in the 21st century look like?

by Jeremias Ramos, CPA May 21, 2019 0

Most tax practitioners would agree that filing a 1041 return for a grantor trust is redundant and is a waste ofContinue Reading