By Caroline M. Friedrich, CPA, CFP® Is your investment portfolio a well-orchestrated symphony or a one-note melody? When it comes to building wealth and pursuing financial goals, diversification is the harmonious key that creates stability. Just like a musical...
By Caroline M. Friedrich, CPA, CFP® After working with hundreds of retirees over the years, we’ve found that most retirees face the same 5 financial planning challenges during the first 10 years of retirement. If you are nearing retirement and feeling anxious about...
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...
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...
By Caroline M. Friedrich, CPA, CFP® By now it’s commonly understood that women consistently face more retirement challenges than men. In addition to lower wages and time out of the workforce to care for children, things get even more complicated for those that are...
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...
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...