How to Protect Your CPA Income in Retirement

How long would it take for you to run out of money if you suddenly stopped getting a paycheck? The thought may seem absurd at the moment, but eventually, that day will come when you retire. From that point on, you won’t have the luxury of earning a paycheck to spend and invest as you […]

Should I Delay Social Security Benefits in 2024?

CPAs close to retirement-

It’s 2024, the world is changing fast, and, as a CPA, your retirement finances are quickly becoming your primary concern. Social Security benefits will become available to you in just a few short years. At that point, you’ll face a crossroads – should you start taking your Social Security benefits immediately, delay for a few […]

Evaluating Income Sources In Retirement

As a CPA, you’ve spent your career helping clients navigate complex financial situations and plan for their futures. But when it comes to your own retirement, are you accurately anticipating your income sources? Many Americans, and even CPAs, have serious misconceptions about their retirement income – frequently through no fault or intention of their own. […]

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