CPA WEALTH ADVISORS, LLC

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A Map for Your Family

A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?
HOT TOPIC: Social Security’s Uncertain Future: What You Should Know

This article explores demographic trends that are dimming Social Security’s financial outlook and proposals to address the looming shortfall.
Working While Receiving Social Security Benefits

Do you understand the Social Security retirement earnings test and how it may affect your current and future Social Security benefits?
Social Security Spousal Benefits

This article offers an overview of spousal benefits, which could make a big difference in funding retirement for a married couple.

Car Affordability

How much can you afford to pay for a car?
Disability Income Insurance

How much Disability Income Insurance do you need?
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?