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  • Welcome
  • About Us
    • Susan M. Tillery
    • Thomas Neal Tillery
  • Courses
    • About Our Courses
    • Building a Fee-for-Service Personal Financial Planning Practice
    • Collaboration
    • The Unbundled Virtual Family Office
  • Our Blog
  • Publications
  • Questions
  • Welcome
  • About Us
    • Susan M. Tillery
    • Thomas Neal Tillery
  • Courses
    • About Our Courses
    • Building a Fee-for-Service Personal Financial Planning Practice
    • Collaboration
    • The Unbundled Virtual Family Office
  • Our Blog
  • Publications
  • Questions
Menu
  • Welcome
  • About Us
    • Susan M. Tillery
    • Thomas Neal Tillery
  • Courses
    • About Our Courses
    • Building a Fee-for-Service Personal Financial Planning Practice
    • Collaboration
    • The Unbundled Virtual Family Office
  • Our Blog
  • Publications
  • Questions
  • Welcome
  • About Us
    • Susan M. Tillery
    • Thomas Neal Tillery
  • Courses
    • About Our Courses
    • Building a Fee-for-Service Personal Financial Planning Practice
    • Collaboration
    • The Unbundled Virtual Family Office
  • Our Blog
  • Publications
  • Questions

The Unbundled Family Office

The Unbundled Family Office
  • Post author:fpadvocate
  • Post published:February 4, 2022
  • Post category:Blog/CPA

THE HOUSEHOLD STEWARD REIMAGINED02.08.2212:00 PM – 1:00 PM ETBNY Mellon Wealth Managementinvites you to attend our monthly Probate & Pumpernickel virtual program.Our February 2022 webinar featuresThomas and Susan Tillery who will…

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Join Us in Congratulating Thomas N. Tillery

Join Us in Congratulating Thomas N. Tillery
  • Post author:fpadvocate
  • Post published:November 8, 2021
  • Post category:Blog/CPA

Please join Paraklete Financial, Inc  in congratulating Thomas N. Tillery, Vice President & COO, on being elected to the NAEPC Estate Planning Hall of Fame® and honored as an Accredited Estate…

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Debt & Moderation

Debt & Moderation
  • Post author:fpadvocate
  • Post published:September 20, 2021
  • Post category:Blog/CPA
  • Post comments:0 Comments

We typically begin a posting with a quote. Today’s posting on the need for, and the responsible use of debt, provided several challenges in the quote department. One challenge is…

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Use Credit Wisely and Build a Strong Reputation

Use Credit Wisely and Build a Strong Reputation
  • Post author:fpadvocate
  • Post published:September 1, 2021
  • Post category:Blog/Consumer Finances/CPA/Credit Score
  • Post comments:0 Comments

Establishing credit is a great deal like establishing a reputation. Ben Franklin said, “It takes many good deeds to build a good reputation, and only one bad one to lose…

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Been to Any Good “Events” Lately?

Been to Any Good “Events” Lately?
  • Post author:fpadvocate
  • Post published:August 23, 2021
  • Post category:Blog/CPA
  • Post comments:0 Comments

Oh my, there must be something in the water! Recently, I had the opportunity to respond to questions on Event Liability Insurance (ELI) from several of our clients. In each…

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Stock Pickers, Market Timers, and Crystal Balls

Stock Pickers, Market Timers, and Crystal Balls
  • Post author:fpadvocate
  • Post published:August 12, 2021
  • Post category:Blog/CPA/Uncategorized
  • Post comments:0 Comments

“The worst months to invest money in the stock market are October, January, and May. The others are February, June, November, March, August, April, September, July, and December. Mark Twain’s…

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Pennies from Heaven & Inherited IRSs

Pennies from Heaven & Inherited IRSs
  • Post author:fpadvocate
  • Post published:August 3, 2021
  • Post category:Blog/CPA/Uncategorized
  • Post comments:0 Comments

Recently, an adviser sent me an email that had an attachment explaining that a named beneficiary was to receive a taxable distribution as a result of the death of the…

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The Voice of Moderation

The Voice of Moderation
  • Post author:fpadvocate
  • Post published:July 23, 2021
  • Post category:Blog/CPA/Uncategorized
  • Post comments:0 Comments

“In life,” said he, “these were so squint of mind   As in the handling of their wealth to use No moderation – none, in either kind.” —The Comedy of…

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What CPAs must do at the first financial planning meeting

What CPAs must do at the first financial planning meeting
  • Post author:fpadvocate
  • Post published:June 15, 2021
  • Post category:CPA/Uncategorized
  • Post comments:0 Comments

Tom and Susan Tillery were featured in this month's Journal of Accountancy®.  They were asked about their unique personal financial planning process.  Here is what they had to say— "More…

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For the 99.5% Act

For the 99.5% Act
  • Post author:fpadvocate
  • Post published:March 30, 2021
  • Post category:CPA/Uncategorized
  • Post comments:0 Comments

On March 25, 2021, Senator Bernie Sanders introduced legislation titled “For the 99.5% Act.” NOTE:  It is not clear yet if this new legislation will gain any traction in Congress. Many…

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