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  • Welcome
  • About Us
    • Susan M. Tillery
    • Thomas Neal Tillery
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    • About Our Courses
    • 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

The Unbundled Family Office

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

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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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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Change Amid the Chaos

Change Amid the Chaos
  • Post author:fpadvocate
  • Post published:April 30, 2020
  • Post category:CPA/Uncategorized
  • Post comments:0 Comments

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…

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