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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
  • 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

The Unbundled Family Office

The Unbundled Family Office
  • Post author:fpadvocate
  • Post published:February 4, 2022
  • Post category:Blog/CPA
  • Post comments:0 Comments

THE HOUSEHOLD STEWARD REIMAGINED02.08.2212:00 PM – 1:00 PM ETBNY Mellon Wealth Managementinvites you to attend our monthly Probate & Pumpernickel virtual program.Our February 2022 webinar featuresThomas and Susan Tillery who will…

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Where to Begin – Personal Financial Rations Part 2

Where to Begin – Personal Financial Rations Part 2
  • Post author:Angie Ramage
  • Post published:October 15, 2021
  • Post category:Blog/CPA
  • Post comments:0 Comments

In our last posting we began a dialogue about personal financial ratios. We used the Second Habit, ‘Begin with the End in Mind’” from Stephen Covey’s book, The Seven Habits…

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Debt & Moderation

Debt & Moderation
  • Post author:fpadvocate
  • Post published:September 20, 2021
  • Post category:Blog/CPA
  • Post comments:0 Comments

We typically begin a posting with a quote. Today’s posting on the need for, and the responsible use of debt, provided several challenges in the quote department. One challenge is…

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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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Secure Act and Qualified Charitable Distributions

Secure Act and Qualified Charitable Distributions
  • Post author:fpadvocate
  • Post published:February 29, 2020
  • Post category:CPA

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,…

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Bring more value to your clients with charitable planning

Bring more value to your clients with charitable planning
  • Post author:fpadvocate
  • Post published:February 20, 2020
  • Post category:CPA

By Susan M. Tillery Strengthen your practice and build deeper relationships with your clients by offering charitable planning services. The role of the CPA is evolving. Clients are increasingly looking…

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