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
Newport Beach, CA – May 6, 2024 – 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. The Newport Beach office is led by Sandy Heit, CPA […]
Upcoming Event: PFSLive! Comes to Dallas, Texas
Event Details — Date: May 29-30, 2024 Location: 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 […]
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 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 course: “Building a Fee-for-Service Personal Financial Planning Practice”. The course is offered through their education […]
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 […]
Personal Financial Planning & Health Reimbursement Arrangements
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 the Health Reimbursement Arrangement (HRA). An HRA offers a strategic approach to managing healthcare expenses for an employee […]
Employer-Provided Childcare Tax Credit
Employer-Provided Childcare Tax Credit At a time when the balance between work and family life is increasingly constrained, government and employers are exploring innovative solutions to support working parents. One such solution is the Employer-Provided Childcare Tax Credit; a tax incentive designed to encourage employers to provide childcare assistance or childcare facilities for their employees. The […]
What to Do If Your Dog Bites Someone: Navigating Homeowners Insurance Coverage
What to Do If Your Dog Bites Someone: Navigating Homeowners Insurance Coverage In recent years, as a result of the COVID pandemic, more and more personal financial planning clients have added a canine to their household. Dog ownership brings immense joy, as well as companionship. BUT it also entails responsibilities, including ensuring the safety of […]
Navigating Social Security Rules for Married Retirees: Key Considerations and Strategies
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 be complex, with various personal financial planning strategies available to maximize benefits and optimize […]
