Financial Planning Services

The Effect of Tax Law Changes on Financial Planning
 

The Effect of Tax Law Changes on Financial Planning

Posted: August 2, 2018
Taking advantage of tax efficiency can make a significant difference in your clients’ personal lifestyles during retire­ment. It is most often the clients’ biggest expenditure, so it is important to help them reach their goals by following the new strategies available.


5 Tips on Stock Market Investing
 

5 Tips on Stock Market Investing

Posted: July 5, 2018
Before buying a stock, you should investigate the company to decide if you think it’s a good investment. Among the many issues to consider are the overall strength of the industry and the company’s products or services, as well as its profits, earnings history and outlook. Here are some tips.


The Impact of a Divorce or Separation on Your Financial Life
 

The Impact of a Divorce or Separation on Your Financial Life

Posted: May 15, 2018
There is a lot to think about when going through a separation, and it can be easy to get so focused on the concrete tasks, like paperwork, that you neglect the emotional aspects. Take the time to plan out your finances.




Protecting Your Legacy
 

Protecting Your Legacy

Posted: December 4, 2017
Expecting to leave your family financially secure when you’re gone is an important goal, but some people don’t reach it because of simple oversights in their planning for the future. Here are some tips.

Matrimonial Cases: Rising Above the Numbers
 

Matrimonial Cases: Rising Above the Numbers

Posted: November 21, 2017
Ac­countants involved in matrimonial matters have to not only be knowledgeable about the numbers but also be conscious of the parties’ emotions and be able to navigate them carefully.

Helping Clients Save for College
 

Helping Clients Save for College

Posted: October 11, 2017
Many clients rely on CPAs for advice when saving for college and want to know the best approach. There are several effective methods.