The 529 Plan: How to Make the Most of It
Everything seems to be getting more expensive these days: groceries, gas, housing, traveling, credit card…
How to Protect Your CPA Income in Retirement
How long would it take for you to run out of money if you suddenly…
Will Inflation Ruin Your Retirement?
Over the decades of your working and investing career as a CPA, your portfolio has…
Should I Delay Social Security Benefits in 2024?
It’s 2024, the world is changing fast, and, as a CPA, your retirement finances are…
Evaluating Income Sources In Retirement
As a CPA, you’ve spent your career helping clients navigate complex financial situations and plan…
Tax Mistakes to Avoid in Retirement
CPAs are often experts in the finer points of tax law – however, when it…
How Do Advisors Actually Add Value?
As a CPA, you’re highly attuned to the value you add to your clients, and…
Are You Retirement Ready in 2024?
It’s 2024, and the world is changing fast – perhaps a bit too fast. Wouldn’t…
The Sequence of Returns Risk
As you approach retirement, you have a difficult decision to make – reallocate your assets…
Succession Planning for CPAs
Eventually, you’ll come to the day when it’s time to hang up your accounting hat…
A Small Business Owner’s Guide to a Tax-Efficient Retirement
As a small business owner and CPA, you understand the importance of saving for retirement.…
When and Why to Rollover your IRA or 401(K) into an Annuity
While saving for retirement, you may have heard of rolling over your IRA or 401(K)…
