Understanding inflation’s impact on me/us
Residential home prices have a huge impact on my own family’s financial success* (I/my/me) and my clients (our/us). I have historically focused […]
Category: Wealth Management
Three simple steps to tax nirvana
Taxes are perceived differently by each individual even though the overall set of chaotic rules is the same for all of us. […]
IRAs and the Retirement Income Myth
Tony Novak, CPA financial planner
An accounting niche opposite the AICPA trend
An advertisement by a top-qualify national information publishing firm joined up with a prominent AICPA event to deliver an educational program designed […]
Do not despair
I took comfort in John McCain’s final message this week. I do tend to despair in seeing that our lives, our finances, […]
The Basics of Medicaid Planning
This blog post lists key issues in bullet format and is not intended as a complete discussion of any issue. A more thorough consideration […]
Terminology of Federal Income Taxes
Lately we’ve heard plenty of discussion about tax law. It seems especially common right now when tax terms have come up multiple […]
Good for CPAs, Bad for RIAs
As great as this tax bill is for CPAs who offer tax planning services, it is just as bad for investment advisers. […]
Fiduciary Rule will shake up the financial services industry
Most of us in the financial services or advisory professions are generally aware of the impact of the “Fiduciary Rule”. But few, […]
Are you a financial revolutionist?
A revolutionist is someone who wants to change the world — not just sitting around talking about it, but actually doing something […]