Estate Planning

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10 “Big” Financial Mistakes You Don’t Want to Make

I’ve been a CERTIFIED FINANCIAL PLANNER™ professional and a CPA for almost 20 years now. Preparing tax returns as a CPA/financial planner gives me great insight on how people manage their money. Following are ten big financial mistakes I see every year from clients who are not fully utilizing the services of an accountant or financial planner: Not contributing to your company’s retirement plan.  I see this one in about half of my clients. This is a no-brainer. You’re not only saving for the ... Read more

Estate Planning – Ten Things You Should Do

It seems no one likes to talk about estate planning. Motivating ourselves to take positive steps toward preparing for our eventual death is not an easy subject to discuss. I have been in this business long enough to have seen some serious (and expensive) mistakes due to neglecting these very basic estate planning steps. Prepare a will and/or revocable trust. This seems obvious but I can’t tell you how many people I know who have not prepared a will. If you own real ... Read more