I get it. Finances are hard. Between budgeting, saving, investing, tax compliance and planning, the process can feel overwhelming. However, investing the time to assemble the right team is one of the most imperative steps toward reaching your financial goals. Here are my suggestions for finding the righ t partners: 1. Prioritize Relationships Over Transactions The best advisors I know want to develop a real relationship with you. We don’t like providing one-off advice because

I was chatting with a prospect recently and asked them about their personal financial challenges. They clearly knew their stuff. They talked about the importance of tracking expenses, budgeting, investing, and maximizing their employer’s 401(k) match. They even touched on how vital it is to have open and honest financial conversations with their partner. “Wow,” I thought. “This is incredible. Even I’m learning new tips and tricks.”  As we kept talking, I realized they already

I’ve spent years working with both large and small firms including running my own, and the best solutions I’ve come across all share one timeless principle: KISS. Keep It Simple, Stupid. I’m not sure who coined the phrase, but they deserve a standing ovation. As business owners, we have a habit of overcomplicating things. We get in our own heads and turn small hurdles into mountain ranges. It doesn't help that we live in an era of information overload. Within seconds, you can

In the age of the internet, and now AI, detecting financial scams can be really difficult, if not nearly impossible. Scams are everywhere...

Okay, I’ll admit it, bookkeeping is boring, even for us accountants. Entering numbers into a system is time-consuming and can make even...

One often overlooked aspect of investing that I see as a CPA is people lacking an exit strategy. What is an exit strategy, you might ask?...

"What you don’t do is just as important to your success as what you do do?” - Steve Jobs   It’s a Monday. I wake up to the buzzing of my...

I was catching the start of the NFL Playoffs this weekend when my friend told me about a business he had just started. "Jared," he said,...

Investing can be intimidating—there's no doubt about that. On one side of the coin, there’s the possibility of losing your money. On the...

As 2024 draws to a close, I find myself reflecting on the past year and planning for the year to come. I’m deeply grateful for the...

Creating a budget is no doubt an integral part of anyone's financial journey. One of the first budgets I ever created was on a piece of...

Starting a business has been one of the most humbling experiences I’ve ever undertaken. Every day, I’m faced with tough decisions, and...

Understanding and Improving Your Personal Credit Score  Your personal credit score plays a key role in nearly every financial decision...

One of my goals with these articles is to document my business journey, sharing what’s worked well for me and what hasn’t. My hope is...

Starting your personal financial journey is nothing short of a difficult task. There's a lot of information out there, and it's really...

What is ROI? The concept of ROI, or Return on Investment, is frequently mentioned in financial circles. But, what does it really mean?...

There are various "tax schedules" used to report different types of transactions on your Form 1040 throughout the year. Form 1040 is the...

One of the most common things I hear in the financial world is how much the stock market fluctuates on any given day. “My portfolio is...

Great question! I'm so glad you asked. Let's break it down.   The primary difference between these two types of retirement accounts boils...

One quote that resonated early in my investing career comes from none other than the great Benjamin Graham, mentor to Warren Buffett in...