Posts Tagged ‘#FinancialPlanner’
Market Update – Refinancing Reversed Taking Advantage of Higher Interest Rates
Market Update – Refinancing Reversed Taking Advantage of Higher Interest Rates Over the past year or so, there has been a lot of discussion surrounding interest rates, particularly regarding the…
Read MoreTax Talk – Reducing Estate Taxes
Tax Talk – Reducing Estate Taxes Hide and seek. Kids love this game. They are always eager to disappear and reappear in the game. It’s amusing how little children believe…
Read MoreFinancial Personality
Financial Personalities: My son Asher has quite an entertaining personality. Whether we’re sitting with other families out in the lobby at a baseball tournament or on the bleachers at…
Read MoreIs -“In it for the Long Haul” – A Legitimate Investment Strategy
Just recently the topic of investments came up during a summertime deck chat. My neighbor was talking about one of her friends who is with a very popular competitor. With…
Read MoreFirst Friday Focus: Diving Into Social Security
First Friday: Focus Diving Into Social Security, We hear lots of questions about on an ongoing basis, it’s a big topic and a very important piece of retirement plan. …
Read MoreThe New Role of a CPA
The New Role of a CPA: For many years, a CPA’s role was mainly just the tax and accounting that most people are familiar with, but fast forward to today…
Read MoreWomen and Wealth – May Power Hour
Women and Wealth Peer Panel Carol Ebert, Wellness Coach A pioneer in the Wellness Industry, Carol is on the cutting edge of online marketing, highly creative, and passionate about…
Read MoreTax Talk – To Convert or Not to Convert
I was recently thinking about the game show Deal or No Deal. Do you remember that? It was all these briefcases and each contestant gets to choose different briefcases with…
Read MoreApril Power Hour -Take Charge of Your Taxes
Quote of the Month If Christianity is false, it holds no importance; if it is true, nothing surpasses its significance.” – C.S. Lewis Wins of the Month: • One delighted…
Read MoreUnderstanding Investment Safety: How Safe is Your Money?
Understanding Investment Safety: How Safe is Your Money? Recent news about bank failures and stock market volatility has raised concerns about the safety of investments, leading many people to wonder,…
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