Certified Public Accountants (CPAs)

GROWING YOUR CPA PRACTICE

Integrating financial services into your practice can help broaden and expand your client base and profitability. Source: NLG The top...

HOW CPA FIRMS CAN MAKE MONEY UNRELATED TO THEIR TIME

FCA Financial

HOW CPA FIRMS CAN MAKE MONEY UNRELATED TO THEIR TIME

My experience has been that 90% of bottom line profits for CPA firms are earned between January 1 and April 15. From May to December,...

DISTRIBUTING ESTATE ASSETS FAIRLY AND EQUITABLY

FCA Financial

DISTRIBUTING ESTATE ASSETS FAIRLY AND EQUITABLY

The estate of most individuals is worth more than just money. A family business, a summer cabin on the lake or an antique car collection...

FCA Financial

WILL YOUR RETIREMENT INCOME LAST?

How Prepared Are You? How Far Will Your Savings Take You? I first got into the financial services industry because I knew I wanted to...

SECRETS OF A FORMER FINANCIAL ADVISOR… BUDGETS

FCA Financial

SECRETS OF A FORMER FINANCIAL ADVISOR… BUDGETS

I am a former financial advisor. The company I worked for is not important (rhymes with “barbarian excess”), but the life and money...

FCA Financial

YOUR ROTH IRA CAN GROW, BUT NOT FOREVER

If you have a Roth IRA, you know the benefits of this account. You can take distributions from it over your lifetime without paying any...

SECRETS OF A FORMER FINANCIAL ADVISOR: THE MONKEY TRAP

FCA Financial

SECRETS OF A FORMER FINANCIAL ADVISOR: THE MONKEY TRAP

The nature documentary footage shows a bare circle of earth surrounded by lush grasses, trees and brush. A monkey cautiously approaches...

HOW SHOULD I DOUBLE MY MONEY? HERE ARE SOME CHARITABLE GIVING TIPS

FCA Financial

HOW SHOULD I DOUBLE MY MONEY? HERE ARE SOME CHARITABLE GIVING TIPS

We’ve been going through a fun and interesting debate in my family: Now that we can double our money, who should get it? Source: NLG No,...

SECRETS OF A FORMER FINANCIAL ADVISOR: DANCE WITH THE ONE WHO BRUNG YOU

FCA Financial

SECRETS OF A FORMER FINANCIAL ADVISOR: DANCE WITH THE ONE WHO BRUNG YOU

“Dance With The One Who Brung You” – Old Southern Saying (with various ungrammatical variations). Source: NLG “A man with a watch knows...

CAN WE TALK? | FINANCIAL PLANNING WITH YOUR SPOUSE

FCA Financial

CAN WE TALK? | FINANCIAL PLANNING WITH YOUR SPOUSE

Call me crazy but between juggling work schedules, playing hot potato with parenting duties (“but I read stories last night…”), and...

IS A SINGLE PREMIUM DEFERRED ANNUITY RIGHT FOR ME?

FCA Financial

IS A SINGLE PREMIUM DEFERRED ANNUITY RIGHT FOR ME?

Single Premium Deferred Annuities (SPDAs) are not often talked about. Unfortunately, there isn’t a lot of awareness of what this product...

9 ½ LESSONS ABOUT MONEY AND LIFE (THAT ONLY TOOK ME FORTY YEARS TO LEARN)

FCA Financial

9 ½ LESSONS ABOUT MONEY AND LIFE (THAT ONLY TOOK ME FORTY YEARS TO LEARN)

I’ve had some really great mentors along the way, both professional and personal, who bravely shared their “warts and all” wisdom and...

FCA Financial

TAKING CHARGE OF YOUR DESTINY

Martin Luther King Jr. Day is celebrated in a number of different ways across our great nation. In many communities, MLK day is...

WHEN WAS THE LAST TIME YOU HAD A FINANCIAL CHECKUP?

FCA Financial

WHEN WAS THE LAST TIME YOU HAD A FINANCIAL CHECKUP?

Every year, I have the opportunity to get a health screening. I get updated on my cholesterol, blood pressure, height and weight–the...

SHOULD YOU BE CONSIDERING A SPECIAL NEEDS TRUST?

FCA Financial

SHOULD YOU BE CONSIDERING A SPECIAL NEEDS TRUST?

Parents of a child with special needs know that when it comes to their day-to-day activities, nothing comes easy. Caring for a child with...

WHAT IS AN ADVANCE DIRECTIVE AND WHY DO I NEED ONE?

FCA Financial

WHAT IS AN ADVANCE DIRECTIVE AND WHY DO I NEED ONE?

An advance directive, also known as a living will or medical directive, is a legal document that outlines your wishes about health care...

UNDERSTANDING INTEREST CREDITING AND INDEXING

FCA Financial

UNDERSTANDING INTEREST CREDITING AND INDEXING

It’s nearly impossible to meet with a financial professional today and not hear about indexing–whether it’s a fixed indexed annuity used...

FCA Financial

DO YOU HAVE A WILL?

Last year, I picked up a recreational hobby that provides tremendous fun and enjoyment, but I knew it also introduced a certain amount of...

FCA Financial

WHAT IS YOUR RETIREMENT SAVINGS IQ?

While many Americans believe they’re retirement savvy, the average baby boomer has trouble answering even simple retirement questions....

HOW CONVERTING TERM LIFE INSURANCE HELPED ONE FAMILY

FCA Financial

HOW CONVERTING TERM LIFE INSURANCE HELPED ONE FAMILY

My colleague, who grew up in the insurance industry, was a true believer in the value of life insurance. Her husband really wasn’t. John...

US National Debt Clock : Real Time

Charting America’s Debt: $31 Trillion and Counting. Failing to plan is planning to fail!

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