by Jeremias Ramos, CPA September 8, 2017 Number of comments0 Financial Planning Professional Development Risk vs. Reward: Proper Investing Strategies for any Stage of Your Life Investing for your future can be both nerve wracking and exciting, especially for new investors.
by Jeremias Ramos, CPA August 16, 2017 Number of comments0 Financial Planning Tax Policy 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
by Jeremias Ramos, CPA July 14, 2017 4 Financial Planning 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
by Jeremias Ramos, CPA June 21, 2017 3 Financial Planning 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
by Jeremias Ramos, CPA May 9, 2017 1 Financial Planning Small Business Is A Simplified Employee Pension Plan Right For You? If you are a self employed or a small business owner then chances are you will find it difficult toContinue Reading