by gailperry on Apr 29, 2013
What you believe is the most important thing about you. To accomplish something you never accomplished before, you need to challenge those beliefs.
by gailperry on Mar 25, 2013
The role of a financial planner and particularly a financial planner in a CPA firm, is to educate our clients that retirement planning is not about market timing. It's not about investment returns. It's all about having a consistent plan and then sticking to that plan.
by gailperry on Mar 25, 2013
One of the advantages offered by qualified retirement plans is the ability to acquire life insurance on plan participants using existing plan assets and future contributions to pay the premiums. This allows the plan to obtain life insurance coverage on plan participants with tax-deductible dollars.
by gailperry on Mar 25, 2013
Everyone wants a safe, stable and certain flow of income to sustain their ideal retirement. But if you were to ask five different relatives and friends what retirement means to them, you would likely receive five different answers.
by gailperry on Feb 27, 2013
Leadership matters. No one reading these two simple words would dispute their truth, but they may prompt questions: How much does it matter? What separates strong leadership from weak?
by gailperry on Feb 27, 2013
Ask your clients this one simple question and open the clients to a new perspective. In general, clients only see us providing the service that they currently receive. They know they want something more, but they don't know whether we provide it.
by gailperry on Jan 28, 2013
Writing and publishing a mission statement is the greatest step you can take toward making sure that your practice is in alignment with your values and with your firm's vision and actions. But you must live by it to achieve its full potential.
by gailperry on Jan 28, 2013
People want to age with dignity, and they want to be assured that they can be independent and free from being a burden to others in their retirement. The key for many to securing a dignified retirement is working a few additional years.
by gailperry on Jan 28, 2013
Every year, countless Americans with dementia fall victim to financial fraud and abuse. They face an increased risk of being taken advantage of due to their diminished ability to detect willful deceit and understand finances.
by Terri Eyden on Dec 17, 2012
Can baby boomers retire with dignity, or is it no longer in the cards? Financial planners have what it takes to help their clients – and themselves – avoid working into their 80s and beyond.
by gailperry on Nov 28, 2012
Most CPAs and wealth management providers would love to find a way to grow their businesses in a sustainable manner. One solution we don’t often think about is right in front of our noses – especially now, as cold and flu season has arrived.
by gailperry on Nov 28, 2012
Ever wonder what separates the most successful CPAs and financial advisors from the pack? Many industry-leading firms attribute their success to their ability to get the most out of year-end planning meetings and tax-season meetings with their clients.
by gailperry on Nov 28, 2012
Personal financial planning is nothing less than taking total personal responsibility for one’s life and to make and honor important promises to the people one loves. 1st Global Chairman and CEO Tony Batman shares how, during an epic battle against Stage 3 cancer, having a complete financial plan in place helped save his life.
by AccountingWeb on Oct 23, 2012
By helping clients leverage life insurance capabilities, financial advisors, CPAs and other wealth management professionals can significantly magnify the impact of their charity.
by AccountingWeb on Oct 23, 2012
Each household in America carries roughly $114,000 in debt ($13 trillion divided by the total number of households counted in the 2010 Census). Whether you cater to the affluent or have a lower-income client base, debt is a reality for nearly all of your clients.

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