Blog
What financial issues have been on our mind? Whether it’s ideas from the industry or emerging trends, you can read about it here. Keep checking in to read articles from the point of view of our experienced advisors. We’re glad to have you reading along.
4 Ways to Leave a Legacy
Many clients come to us needing help for retirement and legacy planning. In this article, we will describe four ways to leave a legacy, and the pros and cons to each idea.Roth IRA ConversionsA Roth IRA conversion is a great way to...
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Executive Stock Options
Congratulations if you are starting to receive stock options from your company! These plans are considered part of a company’s LTIP (Long-Term Incentive Plan). For most employees, these benefits can be realized 1-10 years out....
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3 Tax Hurdles Every Retiree Should Know
Taxes are one of the most important things retirees can pay attention to. It is very important to make sure that your tax preparer or accountant is talking with your financial advisor. This article will go in depth on 3 pitfalls that...
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Divide and Conquer
The Supernova Multiplier provides expert guidance to the revolutionary model that has transformed the lives and businesses of finance professionals worldwide. The innovative Supernova method enables [professional service providers] to rapid
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What Are “Safe Money” Strategies?
With inflation continuing to be an economic bugaboo and market volatility seeming to persist, many investors are considering reallocating investment portfolios to protect their investment portfolios to protect their wealth from threats.
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Full-Service, Full-Year Client Relationships
The episodic and acute nature of a business that only truly experiences client interaction in a single compressed timeframe is potentially detrimental to the long-term growth and viability of the modern CPA firm. A new model...
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How Long Will Inflation Last?
As inflation continues to make headlines and show little signs of cooling off, it is important to understand what’s causing the spike in inflation, how long most economists expect this heightened rate of inflation to last, and what investor
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Watch: Tips and Tricks to Get the Most Out of Your 401(k)
Jeff Manzella provides an overview of some little-known and often overlooked tips and techniques to get the most out of your 401(k) retirement account.
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CPA Firm Succession Planning
Sell to a Company or Find the Heir-Apparent Within?More and more of my accountant colleagues are looking ahead. Regardless of their proximity to retirement, my friends, associates and trusted alliances are thinking ahead to retirement...
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Watch: Recent Drivers of Inflation Explained
Watch this short video to see Jeff Manzella explain the drivers of the inflation we've been experiencing in the U.S. economy, as well as Jeff's best forecast of what we can expect on the horizon:
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Is Doing More with Less the New Reality?
Small CPA firms typically act and operate like the startup they were at their founding, rather than the complex organism a small business soon becomes. Here are three ways growing firms can increase output productivity and maximize growth.
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The Tax Man Cometh, but When?
When Should You Convert Pre-Tax Retirement Investments to Post-Tax IRAs? The first thing we need to address is the conventional wisdom itself: Is it really always preferable to defer the taxing event on our income/savings to our later years
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Competing Against the Big Players? Beat Them at Your Own Game!
If you’re competing against the Goliaths in your industry, there are few stones in your sling that the Davids of the world can use to their competitive advantage. And now is the time to wield them.
Read More401ks-the largest slice of your retirement pie!
When you first started your job, you signed a bunch of new employment papers and within that stack of documents, you likely enrolled in your company’s 401k retirement plan. You likely picked a percentage of payroll to invest...
Read MoreWhat are your retirement fears?
The average human experience in America is to be born, go to school, go to work, then retire. We spend most of our adult lives working, and while we are working, we hear many buzzwords: 401k, retirement, social security, Medicare, etc...
Read MoreThe Cost of Not Having a Financial Plan
You board the plane, the pilot says over the speaker, “ladies and gentlemen our instruments are down, I know you want to get to San Diego in 3 hours, we will just have to hope for the best.” Most passengers will not want...
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