The weather is getting cooler, the colors are changing, and the scent of pumpkin spice fills the air signaling the beginning of fall and holiday season. But October isn’t just known for pumpkin carving and corn mazes, October is also the month for financial planning and financial literacy is a key component.  Before meeting with your…

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By Allen Neuenschwander, CPA, CFP® and Michael Neuenschwander, CPA, CFP® Social Security benefits are an important piece of your retirement puzzle, and deciding when to start taking Social Security payments depends on a number of factors that should not only be considered individually, but should be evaluated on how they work together.  We make an…

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By Allen Neuenschwander, CPA, CFP® and Michael Neuenschwander, CPA, CFP® Have you ever lost sleep over your finances? If so, you aren’t alone. With market volatility, an uncertain economy, life challenges, and just day-to-day financial stress, it’s easy to feel overwhelmed. That’s why many people turn to a financial professional to carry some of the…

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By Allen Neuenschwander, CPA, CFP® and Michael Neuenschwander, CPA, CFP® Federal Appeals Court Judge Billings Learned Hand was a judge and judicial philosopher who aptly proclaimed,  There are two systems of taxation in our country:  one for the informed and one for the uninformed. In our work as CPAs and CFP™ professionals, we would agree…

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2020 was incredibly stressful, and it’s safe to say not many of us were prepared for what was to come. It’s no surprise that in light of the past year, one survey showed that 54 percent of Americans want to better budget their finances this year, while 62 percent want to save more money for…

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By Allen Neuenschwander, CPA, CFP® and Michael Neuenschwander, CPA, CFP® In the good ole days, when your car was on the fritz, your mechanic needed trained eyes and ears to figure out the problem. Today, with engines and systems that are much more complex, mechanics rely on computers and advanced software to properly diagnose hidden…

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By Allen Neuenschwander, CPA, CFP® and Michael Neuenschwander, CPA, CFP® Building a strong, sustainable retirement income portfolio is a lot like building a weather-resistant home. The overall strength of the house is dependent on how well its components (foundation, walls, floors, and roof) work together as a singular element. That has to be planned before…

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