Strategic CPA Investment & Wealth Management

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Countering Counterfeit Currency Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement Plan Choices for Small Businesses Retirement choices can be intimidating. Picking the right strategy.

Currency has been around for a long time. Here's a quick lesson.

The History of Currency Currency has been around for a long time. Here's a quick history lesson.

Assets minus liabilities = net worth. When was the last time you calculated yours?

What Is My Current Net Worth? Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How many credit cards do you have?

Spotting Credit Trouble The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Stubborn inflation and mixed economic signals continue to shape markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Monthly Market Insights | March 2025 Stocks stumbled in February as stubborn inflation, mixed economic signals, and an evolving trade policy weighed on investors’ minds.

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.

The Three Keys to a Great Password Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Your home mortgage interest may be deductible. Do you itemize your deductions?

Home Mortgage Deduction Use this calculator to assess the potential benefits of a home mortgage deduction.

Three steps may make a difference if you find yourself suddenly single.

Suddenly Single: 3 Steps to Take Now Have you found yourself suddenly single? Here are 3 steps to take right now.

The you’ve made in your life so far have helped prepare you for the future. We can help, too.

Investments You’ve made investments your whole life. Work with us to help make the most of them.

Here's a stunning fact: Over 29 million forgotten retirement accounts hold nearly 1.65 trillion dollars in the U.S.

With frequent job changes, it’s easy for retirement accounts to get lost. Left unattended, they can even be turned over to the state as unclaimed property.

Here’s how to find them:
1️⃣ Check with past employers. HR or plan administrators can provide account details.
2️⃣ Search online tools like the National Registry of Unclaimed Retirement Benefits or MissingMoney.com.
3️⃣ Use state or federal resources to track unclaimed funds.

👍 Good news: The SECURE Act 2.0 has directed the Department of Labor to create a comprehensive, searchable database to make locating lost retirement accounts easier than ever. This tool is expected soon.

If you or anyone you know has questions about potential missing retirement accounts, please don’t hesitate to contact us.

How can you help your family feel confident about the future? Talk to them. Discuss your financial values and plans.

Facilitate Family Financial Conversations Across Generations Start a discussion with your adult kids about generational family finances. Share your retirement and financial goals.