https://huberfinancial.com/wp-content/uploads/Fotolia_83908508_M.jpg 1138 1670 J. Peter Doyle, CPA/PFS, CFP® https://huberfinancial.com/wp-content/uploads/Logo-340x156-1.png J. Peter Doyle, CPA/PFS, CFP®2017-09-15 12:49:092019-01-09 12:03:45The Suitcase Widow – Unpacking the Complexities of a New Financial Life
Early in my career as a freshly-minted CPA, an event occurred which continues to have a profound effect on me to this day. A new client came to our offices dragging an old fashioned Samsonite hard-sided suitcase to have her tax return prepared.
https://huberfinancial.com/wp-content/uploads/AdobeStock_53577498-1.jpeg 2679 4176 J. Peter Doyle, CPA/PFS, CFP® https://huberfinancial.com/wp-content/uploads/Logo-340x156-1.png J. Peter Doyle, CPA/PFS, CFP®2014-06-16 13:34:062019-01-09 11:29:24Losing a Spouse – Financial Planning Tips for Starting Over
No one can fully prepare for the death of a spouse. It is an…
https://huberfinancial.com/wp-content/uploads/AdobeStock_70136860-1.jpeg 4109 6163 Edward H. Cruickshank, CFP® https://huberfinancial.com/wp-content/uploads/Logo-340x156-1.png Edward H. Cruickshank, CFP®2014-04-10 16:25:102019-01-09 11:29:22A Time of Need
We all experience a range of emotions throughout our lives, including happiness, joy, fear and anger. But when a loved one passes away, emotions understandably have a greater impact on our daily lives. Grief is a natural and healthy process, but unfortunately, there are other realities that require our immediate attention during this stressful time. Read More...