First Quarter News for 2021
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 (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.…
By Thomas Neal Tillery The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) was signed into law on December 20, 2019 and became effective January 1,…
Do you have clients who own a business or are ultra-high net worth? They may be a perfect candidate for an unbundled virtual family office. Discover the vast planning opportunities,…
If you already have a personal financial planning practice and want to learn how to serve your clients with a collaborative team of advisers, as well as how to find…