Financial Planning
Financial advisors and CPAs have different job functions by nature but often these roles can be combined into one person. CPAs typically…read more
Why You Should Hire A CPA
September 10, 2019
Why You Should Hire A CPA When running a small business, sometimes it can be hard to determine what route to take…read more
8 Keys To Conduct A Successful Financial Audit
August 5, 2019
When it comes to any business’s financial records, it is always necessary to make sure everything is reported accurately. Whether it’s an…read more
Retirement Financial Planning Tips for All Ages
July 3, 2019
People don’t always like to think about it, but chances are someday you’ll be retired. Although it’s nice to think that you’ll…read more
Running a business comes with many responsibilities. It’s probably safe to say that financial bookkeeping is not one of the responsibilities that…read more
Unconventional Financial Tips, Tricks, & Planning for People in Their 30s
September 18, 2018
Finances can get quite complicated for people in their thirties. It is often a time when people start their families or purchase…read more
IRS Ruling on Matching 401(K) Benefits to Student Loan Payments
September 7, 2018
In recent news, the IRS released information that indicates an effort to help fix the student loan crisis currently burdening people across…read more
Money Laundering Explained
August 24, 2018
An Overview of Money Laundering by Your CPA Team in Rochester, NY Money laundering quickly catches attention in headlines and breaking news….read more
Prepping Your Child for the Cost of College
August 24, 2018
Your Rochester Wealth Care Team’s Recommendations Before Sending Your Child to School It’s back to school time! Parents have a lot…read more
Two five-year tests for Roth IRAs
June 7, 2018
The pros and cons of Roth IRAs, which were introduced 20 years ago, are well understood. All money flowing into Roth IRAs…read more