Three simple steps to tax nirvana
Taxes are perceived differently by each individual even though the overall set […]
Category: Wealth Management
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 […]
Do not despair
I took comfort in John McCain’s final message this week. I do […]
The Basics of Medicaid Planning
This blog post lists key issues in bullet format and is not […]
Terminology of Federal Income Taxes
Lately we’ve heard plenty of discussion about tax law. It seems especially […]
Good for CPAs, Bad for RIAs
As great as this tax bill is for CPAs who offer tax […]
Fiduciary Rule will shake up the financial services industry
Most of us in the financial services or advisory professions are generally […]
Are you a financial revolutionist?
A revolutionist is someone who wants to change the world — not […]
$100,000,000,000,000 (Wealth Inequity in America)
One hundred trillion dollars. That’s the total net worth of all Americans […]