Who Should Watch Your Portfolio in a Post-COVID World?
The financial industry is in a state of flux, scrambling to adjust to the new normal thrust upon it by COVID-19. Most financial representatives are still working from home, talking to clients by video chat rather than the age-old norm of face-to-face, wondering if this is the way things will be from now on. Where’s it going? What does it [...]
The Newest Form of Financial Planning – Parent Planning
The financial world is filled to the brim with planning—financial planning, estate planning, retirement planning, longevity planning—and that only scratches the surface. With all this focus on planning, there’s almost no discussion about—Parent Planning. Caring for elderly parents is a growing issue in the United States. A survey conducted by PNC Bank found that 16% of families are currently caring [...]
10 Major Trends in IRS Audits
What feeling do you have when you hear IRS? Is there a sick feeling in the pit of your stomach or do you just roll your eyes knowing that April 15th will be here all too quickly? Throw in the word audit and emotions and blood pressure can reach levels you never dreamed of. CPA Jim Buttonow has 30 years [...]
Stay In Touch