Paraklete® Financial, Inc. Expands its Presence with New Office in Houston

Houston, TX – May 17,2024 – ParakleteFinancial, Inc., a prominent personal financial planning firm, is pleased to announce the opening of its newest office in Houston. This strategic expansion reflects the company’s commitment to providing integrated personal financial planning services and virtual unbundled office services to clients in the Houston metropolitan area. The Houston office […]

Personal Financial Planning at AICPA’s 2024 Engage Conference

The AICPA’s 2024 Engage Conference is right around the corner and is one of the premier personal financial planning events each year. Scheduled to take place from June 2- 6 in Las Vegas, this conference is the premier gathering for CPAs, financial planners, and business advisors. With a focus on personal financial planning, attendees can […]

Managing Uncertainty: The Personal Financial Planning Process

Currently, tax planning, including estate planning, as part of the personal financial planning process is uncertain given the Biden administration’s tax proposals, the 2024 elections, and record deficit spending on the part of government. The primary reason for this uncertainty relates back to the Tax Cuts and Jobs Act (TCJA) of 2017, which made sweeping […]

Paraklete® Financial, Inc. Expands its Footprint with New Office in Gainesville, FL

Gainesville, FL – 05/06/2024 – Paraklete® Financial, Inc., a distinguished financial advisory firm, proudly announces the opening of its newest office in Gainesville, Florida. This strategic expansion highlights the company’s dedication to providing top-tier financial services and personalized guidance to clients in the Gainesville area and beyond. The Gainesville office is led by William Jones, […]

Retirement and Snake Oil

Snake oil is an idiom used to describe deceptive marketing, or some type of scam. As authors and public speakers, we are often asked to opine on “saving for retirement.” To which we reply, retirement is just ‘snake oil.’ We have gone round-and-round with our publishers on our crusade to pull back the curtain on […]

Paraklete® Financial, Inc. Expands its Presence with New Office in Newport Beach

Paraklete® Financial, Inc. Expands its Presence with New Office in Newport Beach Newport Beach, CA – [Date] – Paraklete Financial, Inc., a leading financial advisory firm, announces the opening of its newest office in Newport Beach. This expansion marks a significant milestone in the company’s growth strategy and commitment to serving clients in Southern California. […]

PFSLive! Comes to Dallas, Texas

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, Tom Tillery, as he brings his wealth of knowledge to Dallas, Texas with PFSLive!. Tom Tillery is a seasoned expert in […]

Unbundled Virtual Family Office: Redefining Wealth Management

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 family office (UVFO), a dynamic approach to wealth management that offers tailored solutions to affluent individuals and families. […]

Susan and Tom Tillery announce their next: Building a Fee-for-Service Personal Financial Planning Practice class.

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, are delighted to announce their collaboration in teaching their signature […]

Lottery Winners Next Steps

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 speaking, it’s easy for lottery winners to squander their newfound wealth and end up worse off than before. This blog aims […]

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