CFO Nexus
The financial supervision of a CFO can help a small business live up to its true potential. But what if you don’t have the resources available to hire another full-time employee? Our CPA firm offers an array of outsourced CFO services designed to advance small businesses to the next level.
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Helpful Content
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How Stocks Work
Understanding how a stock works is key to understanding your investments.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.