Partnering with a Certified Financial Planner® who is also a Tax Professional (CPA or Enrolled Agent) can offer significant value and time savings.  There’s a close relationship between financial planning and taxes, but non tax professional advisors are not permitted to offer tax advice and are encouraged to partner with CPA’s to ensure proper tax planning […]

As many of you are already aware, I had been out of the office due to the sudden illness and passing of my mother in December.  After the emotional struggle of losing a loved one, I was once again sidelined with back pain and subsequent surgery which helped immensely, but is an ongoing challenge. I […]

The Fidelity Amex 2% cash back should be considered when evaluating reward credit card reward programs.  Every month, 2% of your purchases are automatically credited to a Fidelity Investment account of your choosing (we usually recommend a brokerage account to ensure you don’t over fund a Retirement account).  There are other rewards options for travel, […]