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.
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
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