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CPA specializing in helping RIAs, IBDs, and other 1099 Financial Advisors 350k-10M ARR in…
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What's something that really frustrates you? Mine used to be: "Jarvis the computers aren't working, can you fix it?" This question, which I used to…
What's something that really frustrates you? Mine used to be: "Jarvis the computers aren't working, can you fix it?" This question, which I used to…
Liked by Catherine Tindall, CPA
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Ever wondered if you've left money behind in old retirement accounts? 👉 Contact the employer where the 401(k) was established to see if they can…
Ever wondered if you've left money behind in old retirement accounts? 👉 Contact the employer where the 401(k) was established to see if they can…
Liked by Catherine Tindall, CPA
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Matthew 25: Ministries is all about hope for those in need. And that’s a mission the Wealthquest team gladly gives time to. If you’re looking for a…
Matthew 25: Ministries is all about hope for those in need. And that’s a mission the Wealthquest team gladly gives time to. If you’re looking for a…
Liked by Catherine Tindall, CPA
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More activity by Catherine
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𝗦𝗼𝗰𝗶𝗮𝗹 𝗰𝗼𝗻𝗳𝗼𝗿𝗺𝗶𝘁𝘆 (aka, peer pressure) 𝗵𝗮𝘀 𝗮 𝗽𝗿𝗼𝗳𝗼𝘂𝗻𝗱 𝗶𝗻𝗳𝗹𝘂𝗲𝗻𝗰𝗲 𝗼𝗻 𝗼𝘂𝗿 𝗯𝗲𝗵𝗮𝘃𝗶𝗼𝗿 𝗮𝗻𝗱…
𝗦𝗼𝗰𝗶𝗮𝗹 𝗰𝗼𝗻𝗳𝗼𝗿𝗺𝗶𝘁𝘆 (aka, peer pressure) 𝗵𝗮𝘀 𝗮 𝗽𝗿𝗼𝗳𝗼𝘂𝗻𝗱 𝗶𝗻𝗳𝗹𝘂𝗲𝗻𝗰𝗲 𝗼𝗻 𝗼𝘂𝗿 𝗯𝗲𝗵𝗮𝘃𝗶𝗼𝗿 𝗮𝗻𝗱…
Liked by Catherine Tindall, CPA
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From our family at @The GenWealth Group to yours, we wish you a joyous holiday season!
From our family at @The GenWealth Group to yours, we wish you a joyous holiday season!
Liked by Catherine Tindall, CPA
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Who are your favorite financial writers/thought leaders? Anyone from personal finance to investing to business? Who do you think has something…
Who are your favorite financial writers/thought leaders? Anyone from personal finance to investing to business? Who do you think has something…
Liked by Catherine Tindall, CPA
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A lawsuit alleging universities colluded on financial aid provides a glimpse into the ways top schools assess and discuss children of privilege.
A lawsuit alleging universities colluded on financial aid provides a glimpse into the ways top schools assess and discuss children of privilege.
Liked by Catherine Tindall, CPA
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As we approach the new year, it’s the perfect time to take a closer look at your financial goals and strategies. A Financial Health Check can help…
As we approach the new year, it’s the perfect time to take a closer look at your financial goals and strategies. A Financial Health Check can help…
Liked by Catherine Tindall, CPA
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Retiring within the next 5 - 10 years? Check out the article to discover a few tips for planning your financial future. If you have questions or need…
Retiring within the next 5 - 10 years? Check out the article to discover a few tips for planning your financial future. If you have questions or need…
Liked by Catherine Tindall, CPA
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Congratulations to my former financial planning student, Jadyn Watson, who passed the prestigious CFP® exam!!! Not only is she incredibly smart and…
Congratulations to my former financial planning student, Jadyn Watson, who passed the prestigious CFP® exam!!! Not only is she incredibly smart and…
Liked by Catherine Tindall, CPA
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Open enrollment can be a stressful time for everyone. U of M employees are offered many great benefits, but the options can be overwhelming. Join…
Open enrollment can be a stressful time for everyone. U of M employees are offered many great benefits, but the options can be overwhelming. Join…
Liked by Catherine Tindall, CPA
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As 2024 winds down, take steps to optimize your financial plan: Tax Planning: Offset gains with losses or reduce taxable income. Maximize your tax…
As 2024 winds down, take steps to optimize your financial plan: Tax Planning: Offset gains with losses or reduce taxable income. Maximize your tax…
Liked by Catherine Tindall, CPA
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Want to learn more about securing your financial future? 💸 Join us at our next Social Security seminar - visit our website and find a location near…
Want to learn more about securing your financial future? 💸 Join us at our next Social Security seminar - visit our website and find a location near…
Liked by Catherine Tindall, CPA
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Healthcare is one of the biggest challenges for retirees under 65. If you’re navigating early retirement, here are three things to consider: ACA…
Healthcare is one of the biggest challenges for retirees under 65. If you’re navigating early retirement, here are three things to consider: ACA…
Liked by Catherine Tindall, CPA
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If charitable giving is important to you, a Charitable Remainder Trust (CRT) can help you support causes you care about while also receiving…
If charitable giving is important to you, a Charitable Remainder Trust (CRT) can help you support causes you care about while also receiving…
Liked by Catherine Tindall, CPA
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