Knowing Milestones Makes All the Difference
Being aware of important milestones can significantly impact how you manage your finances. This is especially critical with taxes, care credit, and inheritance. Knowing these crucial events can assist you in preparing ahead, avoiding costly errors, and seizing all possibilities to handle your money effectively.
Our blog will discuss why it is critical to be aware of these significant events and provide a guide to some of the most essential dates and occurrences to keep track of.
This article is beneficial for anyone who wishes to stay in control of their finances, whether you are a business owner, caregiver, or someone looking to remain financially organized.
Simplify the Finances - Empoyer Your Life
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Our clients are the CEO of their life and we are their personal Chief Financial Officer (CFO). A good CFO knows their financial technicals, but a great CFO also understands the CEO's vision, strategy, goals, objectives, obstacles, and risks.
Our client relationships work the same way.
To be the best personal CFO for you, we have to see life through your perspective and we need to collaborate with you to do so effectively.
Andrew Lippert, CFA®, CFP®, EA - Founder, CEO, & Lead Financial Nerd 2401 Lafayette Ave Greensboro NC 27408 United States of America