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

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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Join Us in Congratulating Susan M. Tillery

Join Us in Congratulating Susan M. Tillery
  • Post author:fpadvocate
  • Post published:February 25, 2021
  • Post category:CPA/Uncategorized

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…

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First Quarter News for 2021

First Quarter News for 2021
  • Post author:fpadvocate
  • Post published:February 15, 2021
  • Post category:CPA/Quarterly Update/Uncategorized
  • Post comments:0 Comments

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…

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Learn How to Build a Fee-for-Service Personal Financial Planning Practice

Learn How to Build a Fee-for-Service Personal Financial Planning Practice
  • Post author:fpadvocate
  • Post published:November 7, 2020
  • Post category:Courses/CPA/Uncategorized
  • Post comments:0 Comments

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…

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A New Paradigm in Personal Financial Planning

A New Paradigm in Personal Financial Planning
  • Post author:fpadvocate
  • Post published:June 26, 2020
  • Post category:Courses/CPA/Uncategorized
  • Post comments:0 Comments

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…

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CARES Act: PPP Loans

CARES Act: PPP Loans
  • Post author:fpadvocate
  • Post published:May 6, 2020
  • Post category:CPA/Uncategorized
  • Post comments:0 Comments

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…

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