Do you need a CPA?

Do you need a CPA?

Tax planning should be done throughout the year, not just December to April.  I’m not a CPA and won’t be given any tax advice, however from July to November is a good time to look for a CPA.  Both you and the CPA will have time to meet and discuss your tax situation and the best…

In retirement savers don’t know how to spend.

In retirement savers don’t know how to spend.

Within my financial planning firm, I have a platinum group of clients who saved their entire working life for the future.  Their drive to save and be financial secure superseded any and all impulse buys, and drift from their budgets . As they enter their first several years of retirement their greatest challenge facing them is…