I read a great article on common planning mistakes, you may not realize you're making. Take a moment to read more. Though retirement can be a fulfilling time in people's lives, it can also be a stressful one. This especially holds true if you fall victim to the following mistakes, so be sure to avoid [...]
Five Takeaways:1. Simple, Proven, and HIGHLY effective system for managing cash. 2. One SIMPLE accounting change that literally changes everything 3. How to Leverage your current habits to become a cash machine 4. How to permanently eliminate wasteful spending 5. How to GUARANTEE you actually see AND feel your profitsICYMI - you can watch the webinar [...]
October 2008 was a very strange time for my family and me. My wife and I closed on a newly constructed home on October 2nd, but it was probably the least excited a new homeowner could feel, well me anyway, probably not my wife. We were already seeing major stock market declines and I could [...]
The following is the definition from www.dictionary.com:A person to whom property or power is entrusted for the benefit of another.Fiduciary is an interesting word in the financial planning arena. Many financial professionals throw the word around loosely and claim to be a fiduciary or have the client’s best interest at heart. I think actions speak [...]
#TBT We’ll throw it back to March 17, 2008. The Dow Jones closed that Monday at 11,792.25. On November 21, 2008 the Down Jones hit its 2008 low of 7,449.38. Those numbers seem miniscule now! How time flies!As of yesterday's close, March 15th, the Dow Jones was at 20,950.10. Quite a contrast, and quite a run. [...]
In his book “Your Money and Your Brain” Jason Zweig identifies that the neural activity of someone whose investments are making money is indistinguishable from that of someone who is high on cocaine or morphine. So why does this matter? Well, most, if not all, investors get addicted to the gains they see in there [...]
As many of you are aware several years ago Patterson CPA Group registered as an investment advisor with the State of Florida, our goal then, as it is as now, is to provide clients with objective investment opportunities that you cannot receive from other advisors.We believe that as a CPA firm we are uniquely positioned [...]
DEAR CLIENTS - IF YOU RECEIVE THIS EMAIL DO NOT CLICK ON IT OR TAKE ANY ACTION...THIS IS AN EMAIL SCAM. THIS IS THE EMAIL THE HACKERS ARE SENDING:Subject: Your IRS Data Require Immediate Action[IRS Logo]Dear IRS User, This is an Important Message regarding your IRS Filing, from the previous year and current year. Our system indicates you have [...]
Finally, the health insurance rules that apply to small businesses make more sense and allow some benefits.Beginning January 1, 2017, you can install a new qualified small employer health reimbursement arrangement (QSEHRA) and start helping your employees pay for their health insurance and other medical costs, without worrying about the per-employee $100-a-day penalty ($36,500 per [...]
Patterson CPA Firm is now Patterson Financial. This change reflects the evolution of our firm and our expansion of capabilities. Tax. Invest. Income.
