Category: Wake County CPA CFP Firm

THANKFUL FOR THANKSGIVING

Most of you are planning and getting ready to cook a savory Thanksgiving meal. You will celebrate the holiday with family and friends at a feast around the table. We remember our forefathers who shared a meal with Native Americans and found common ground as they settled in this country. At this time of year […]

TIPS TO PREPARE FOR THE HOLIDAYS

It’s that time again to prepare for the holidays and the end of the year. This post suggests things you can do to get ready to have a joyful final two months. Begin by checking your savings for the season. If you have not already set some funds aside, it’s not too late. With Thanksgiving […]

FINANCIAL PLANNING MONTH

Did you know October is financial planning month? This is a good time to review your plan and work on  the parts of it you may have forgotten. If you update your plan, this is the right time to begin to implement those changes. To celebrate financial planning month, here are five helpful tips for […]

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