Newport Beach, CA - [Date] - Paraklete Financial, Inc., a leading financial advisory firm, announces the opening of its newest office in Newport Beach. This expansion marks a significant milestone…
As a CPA, are you ready to begin offering personal financial planning to your clients? Join us for an exclusive event, hosted by Avantax, featuring renowned personal financial planning expert,…
In an era marked by rapid technological advancement and changing client needs, the traditional model of wealth management is undergoing a profound transformation. Enter the concept of the unbundled virtual…
July 17-19 and 24-26, 2024 (virtual) - Susan M. Tillery, CPA/PFS, AEP (Distinguished), MAcc and Thomas Tillery, MA, MSFS, AEP (Distinguished), CFP®, two prominent figures in the financial planning industry,…
For many winning the lottery is a dream come true. The sudden influx of wealth can be life-changing, offering opportunities for financial independence and security. However, without careful planning, statistically…
Health care costs pose a significant burden for individuals and families in the personal financial planning process. One solution for managing health care costs in a personal financial plan is…
At a time when the balance between work and family life is increasingly constrained, government and employers are exploring innovative solutions to support working parents. One such solution is the…
In recent years, as a result of the COVID pandemic, more and more personal financial planning clients have added a canine to their household. Dog ownership brings immense joy, as…
I have been providing personal financial planning advice just shy of 40 years, and as a result I am a frequent speaker at financial planning conferences throughout the United States.…
Social Security benefits serve as a crucial source of income for millions of Americans, providing financial stability during retirement. For married couples, navigating the intricacies of Social Security rules can…