Should grandparents open a Trump Account or 529 plan? A CPA explains tax strategy, Roth rollover rules, FAFSA impact, and generational wealth planning. If you’re a grandparent researching the best savings account for your grandchildren, you’ve likely come across two...
Entrepreneurs vs Founders: Which Mindset Drives Financial Success? Hello, ambitious entrepreneurs, calculated risk-takers, and financial trailblazers! As a seasoned CPA with over three decades in finance and accounting, I’ve seen firsthand how the right...
A Financial Life Planning Guide for Young Entrepreneurs As a 40-something mom, female entrepreneur, CPA, and advocate of Financial Life Planning, I’ve taken a unique approach to educating my kids about money. My message is clear and consistent: after college, you’re...
