What CPAs must do at the first financial planning meeting
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
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
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
Please join Paraklete Financial, Inc in congratulating Susan M Tillery, President & CEO, on being elected to the NAEPC Estate Planning Hall of Fame® and
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
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
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