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Categories: financial planning

New Spending Package Includes Sweeping Retirement Plan Changes (SECURE Act)

January 10, 2020financial planningadmin

The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) was signed into law on December 20th and brought sweeping changes to the retirement landscape. This article explains the key changes and discusses the benefits to individuals and employers.

How to Find the Right Financial Advisor for Your Clients

Written by: Patrick Chu, CPA/PFS, CFP®

September 6, 2019blog, financial planningadmin

Entrusting your client’s financial matters to another professional is a difficult task. Deciphering between business models, fee structures and services is enough to make you want to pass the responsibility on to someone else. But as CPAs, we’re protective of our clients, and want to help them when opportunities arise. Here are some key issues […]

Fiduciary & Fit: How to Find the Right Financial Adviser for Your Clients

June 21, 2017financial planningadmin

Written by Patrick Chu, this article compares the fee structures and business models for different types of financial advisers. It explains the importance of fit and fiduciary responsibility when entrusting clients’ finances with an adviser.