I’m 70 and a CPA. Here Are 5 Times Being Cheap in Retirement Can Cost You
The other day at the bike shop, I got to talking with an 80-year-old guy who was paying to have ...
Tuesday, July 14, 2026
Tag: CPA
The Fed Meets This Week Under a New Chair. As a CPA Since 1981, Here’s What It Means for Your Savings, Debt, and Home
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A New Report Says Social Security Will Cut Your Check 24%. As a 70-Year-Old CPA, I’m Not Panicking — but I’m Making These 6 Moves
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Centers of influence referrals must go beyond the CPA
For financial advisors seeking client leads through referrals from professionals in other fields, approaching someone they have never met to ...
As a CPA, I Thought I Knew Social Security — Until I Retired. Here Are 5 Costly Blunders Even the Experts Make.
I’m a CPA and personal finance writer with more than 30 years of experience, which includes writing dozens of articles ...
I’m a CPA: 7 Tax Breaks Seniors Forget to Claim
You spent decades working, saving, and paying your dues. Now that you’re in or near retirement, the last thing you ...
What’s the Best Way to Invest $100,000? Here’s What a CPA Would Do
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Are You Stuck With Old-Fashioned Stocks for Life? Here’s What a CPA Says (It’s Good News)
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