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About You
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Do You Need a CPA or a Financial Planner (or Both)?
Heather Townsend 2/21/20 Heather Townsend 2/21/20

Do You Need a CPA or a Financial Planner (or Both)?

I get this question a lot and as someone who is both, I wanted to shed a light on the difference between the two and how to determine whether or not you need both.

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Explaining The Secure Act & How To Know if You’ll Be IMPACTED
Heather Townsend 1/16/20 Heather Townsend 1/16/20

Explaining The Secure Act & How To Know if You’ll Be IMPACTED

Our government has been busy!  In case you missed it, on December 20th, 2019 the President signed a new budget bill into law that has received lots of attention in the media, and I want

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Why I Lease My Cars (And Maybe You Should Too)
Heather Townsend 12/11/19 Heather Townsend 12/11/19

Why I Lease My Cars (And Maybe You Should Too)

I get this question a lot from my clients. This choice, to lease or buy, can have a big impact on your finances.

First, I want to share a personal story

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