Dec 5, 2019 | Uncategorized
We read about it all the time. Maybe a receptionist has pocketed the patient copayments, an office manager has taken the insurance checks, or a trusted bookkeeper has stolen thousands. But how much of that really happens and shouldn’t someone have noticed it before...
Dec 5, 2019 | Business, Uncategorized
You may need to re-evaluate your internal controls. We’ve all read about it in the newspaper- someone has stolen funds from his employer, his partner, his pension fund, his shareholders. Maybe we know them and maybe we don’t, but there’s one thing we’re sure of: we...
Dec 5, 2019 | Investing, Personal Finance, Uncategorized
There are many core principles that each of us regularly follow throughout our lives. These principles help us navigate through the many decisions we make daily. I have 10 favorite axioms that I follow — and share with my college classes and clients — to make personal...
Dec 5, 2019 | Investing, Personal Finance, Uncategorized
Here are the final five axioms for personal finance. The first five appear here, and can be summarized as: Spend less than you make Planning precedes every activity Systematically monitor your progress Save early and as much as possible Diversify, diversify, diversify...
Dec 5, 2019 | Business, Non-Profit, Uncategorized
Sometimes even the most proactive and well managed organizations need to revisit some of their tax, governance and management policies, procedures and protocols, especially if it has been a few years since they were last addressed. Here are some items that might make...
Dec 5, 2019 | Personal Finance, Social Security, Uncategorized
Finding the right age and correct strategy to claim Social Security retirement benefits can have a substantial impact on a retiree’s financial security. It is essential for CPA personal financial planners to educate clients about the options and run the numbers...
