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 ...