PFSLive! Comes to Dallas, Texas
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,…
Unbundled Virtual Family Office: Redefining Wealth Management
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…
Susan and Tom Tillery announce their next: Building a Fee-for-Service Personal Financial Planning Practice class.
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,…
Lottery Winners Next Steps
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…
Personal Financial Planning & Health Reimbursement Arrangements
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…
Challenges with Medicare Part C: Understanding Your Options
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.…
Navigating Social Security Rules for Married Retirees: Key Considerations and Strategies
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…
Reporting Charitable Gifts
Well it’s that time of year and April 15 is just around the corner. Between March 15 and April 15 clients reach out to us about claiming their previous year’s…
Proposed Anti-Money Laundering Rule Impacting Registered Investment Advisers
As financial regulations continue to evolve, registered investment advisers (RIAs) face potential changes in compliance requirements that could significantly impact their operations. A proposed anti-money laundering (AML) rule, currently under…
401(k) Funds & Emergencies: Strategies and Considerations
Personal financial planning, among other topics, addresses emergencies. Emergencies are an inevitable part of life, often requiring individuals to tap into their financial reserves to cover unexpected expenses. For many…