21 03, 2019

Retiring in the Next 5 Years? Here is What you Need to Know.

By |2021-09-16T07:48:49+00:00March 21st, 2019|Personal, resource|0 Comments

Are you approaching retirement age? Retirement is a milestone that many of us will spend years working and saving toward. A time when we can finally sit back and enjoy the fruits and hard work of our lives. If you are planning on retiring in the next 5 years, here are some things that you […]

26 03, 2018

Primary Types of Financial Planning

By |2019-11-14T20:03:57+00:00March 26th, 2018|resource|0 Comments

Financial planning is a critical service offered by accountants for both business and personal clients. Making an effective financial plan can help set goals and get the client ready for the future. Here are the three primary types of financial planning:

Short-term
This is the financial plan that sets out the goals and strategies for the next […]