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…
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…
Please join Paraklete Financial, Inc in congratulating Susan M Tillery, President & CEO, on being elected to the NAEPC Estate Planning Hall of Fame® and honored as an Accredited Estate…
Now (First Quarter 2021) is the time not to follow the crowd. Current economic indicators are very positive for 2021. First and foremost, no one can “tell” the future. The…
Now, more than ever, the public is in need of solid personal financial planning, wisdom, and advice. Are you, and your practice, equipped to take on this challenge? Susan and…
In order to meet the ever-changing needs of your clients, reimagine your role as their trusted adviser by providing them a set of new services that are not only engaging…
By Susan M. Tillery Help during the pandemic or a nightmare? It has come to our attention, in the last day and a half, that there are increasing reasons that…
By Susan M. Tillery A colleague and friend recently asked me this question: “Do you have any insights, thoughts, or ideas for me during these turbulent times, especially as my…
By Thomas Neal Tillery Eligibility Under the CARES Act, individuals with adjusted gross income up to $150,000 for married taxpayers filing jointly, $112,500 for taxpayers who file as head of…
Check out my latest podcast. Dave Stolz, CPA/PFS and I were asked to share our thoughts on how CPA Financial Planners can best address client concerns regarding the coronavirus pandemic.…