by Jason Deshayes | Jul 25, 2022 | Retirement
Contributing to your 401(k) account is one of the most effective ways you can save for your future and reach your long-term financial goals. But maximizing a 401(k) isn’t exactly straightforward. As a CPA, CERTIFIED FINANCIAL PLANNER™ professional, I get a ton of... 
by Jason Deshayes | Jun 14, 2022 | Entrepreneurship
So many entrepreneurs wait until their business is up and running before they engage a CPA, especially if their business is more like a side hustle than a household name. But business owners who have the forethought to engage a planning-focused CPA early on are set up... 
by Jason Deshayes | Apr 25, 2022 | Wealth Management
If you’ve ever received a surprising health diagnosis, you’ve probably considered getting a second opinion from another doctor. A second opinion, backed by a different set of experiences, knowledge, and insight, might have helped you make a better, wiser health... 
by Jason Deshayes | Nov 12, 2021 | Estate Planning
Talking to your adult children about your estate plan and the state of your finances can be challenging. Especially so for parents who will unevenly distribute their wealth. Some parents feel embarrassed by what they have—or don’t have. Others are afraid to share... 
by Jason Deshayes | Jul 10, 2021 | Taxes
President Biden is about to send out the first “child tax relief payments” on 7/15. If you have children under 18, you may see this tax credit hitting your account next week. Many of our clients are wondering if they should keep accepting stimulus money. In this...