By Colleen Weber, CFP®, CPA The market has many people frustrated, and the economic forecast appears to be predicting more of the same. But just because the market isn’t performing well doesn’t mean your finances have to follow suit. As our client, you understand this, and with a financial plan...

By Colleen Weber, CFP®, CPA Our finances tell a story—and as every author knows, a good story has a well-developed beginning, middle, and end.  But if you let emotions write your financial story, you could be in need of some revisions. Whether we know it or not, we all subscribe...

By Colleen Weber, CFP®, CPA Banks play a vital role in the economy, providing individuals and businesses with access to cash, credit, and other financial services. Despite their importance, however, banks can fail. And when they do, the effects often cause panic in the wider economic environment.  (more…)

By Colleen Weber, CFP®, CPA Tax season is here, and many are already feeling the stress that comes from sifting through the complexity of the tax code. However, with the right knowledge and resources, you can get the support you need to take advantage of available deductions and keep more...

By Colleen Weber, CFP®, CPA Your moment of retirement has almost arrived! With only 12 months left until your official retirement date, you are nearing the finish line after years of hard work. What an accomplishment! It’s an exciting time of life, and yet, it’s important to remain focused to...

By Colleen Weber, CFP®, CPA Happy Holidays! After another year filled with volatility, I’ve never been more grateful to have clients like you. I appreciate your continued trust in me and the opportunity to provide an exceptional experience. It is my goal to help you feel confident in your future...

By Colleen Weber, CFP®, CPA As both a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience in the industry, I’ve spent my entire professional career learning as much as I can to better serve my clients. Because of this, I often get asked...

By Colleen Weber, CFP®, CPA Capital gains can be an ugly phrase to most investors. But those gains are a positive for you; it means that an investment or asset you held and sold did well and earned you a profit. And as with any profit, the IRS will come...

By Colleen Weber, CFP®, CPA Executives are not compensated in the same way as regular employees. Their income is usually tied heavily to the value of their company because their compensation packages commonly contain restricted stock, not to be confused with restricted stock units (RSUs). Because of the complicated nature...

By Colleen Weber, CFP®, CPA Giving gifts is often more fun for the giver than the person receiving the gift. Some people are better at giving gifts than others and you could even say there is an art to giving gifts. It takes time, consideration and intentional planning to find...