Rating Financial Market Influencers: The Federal Reserve vs. the President & Congress
In this webinar, Chris O'Shea, CPA, CFP® explores the influence that the Federal Reserve and elected officials have on the market.
How Can I Minimize Taxes in Retirement?
Taxes can have a significant impact on one’s retirement years and it is important to question how to minimize those taxes so that there is more to spend when one retires. Before we dive into various ways to minimize taxes,…
Inflation and Tigers and Bears – Oh My!
One of the greatest actions you can take to educate yourself about markets and economies is to avoid listening to general media. Let’s define general media as the sound bite type of media, like CNN, Fox, or CBS. When a…
10 Reasons Why a Comprehensive Personal Wealth and Tax Advisor Can Save You More Than a Tax Preparer
Drew Tignanelli, CPA, CFP® and Bob Boehner, CPA, CFP® discuss 10 reasons why your personal financial advisor should also be the person who prepares your taxes.
How to Find a Great Place to Retire
As with many areas of financial planning, there is not a blanket statement I can use to tell you where to retire. What I can do is provide you with the resources, tools, and considerations to make the best decision…