Tax Time – Tips to Consider to Cut Your Bill

Tax Time - Tips to Consider to Cut Your BillBy Caroline M. Friedrich, CPA, CFP®   The IRS announced that January 23 was the start of the 2023 tax season—or the date the IRS began accepting 2022 tax year returns.  If you have yet to file, most taxpayers have until...

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10 Questions to Ask Your Financial Advisor

10 Questions to Ask Your Financial Advisor

By Caroline M. Friedrich, CPA, CFP® Finding a financial advisor can feel daunting. After all, your advisor will know all the details about your finances while helping you make significant investment decisions. You naturally want someone you can trust to communicate...

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What Women Really Want in Retirement

By Caroline M. Friedrich, CPA, CFP® Gender equality in the workplace, and in society in general, has made great strides in recent years. But there’s still more work to be done, especially when it comes to retirement. Women continue to face unique challenges that men...

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Why I Became a Financial Advisor

By Caroline M. Friedrich, CPA, CFP® Have you ever wondered why I am passionate about developing holistic financial plans for my clients? Watch my video below to get to know my story. If you want to work with a goal-focused, planning-driven advisor who strives to help...

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