News

Newsbpreston2024-06-13T02:47:48+00:00

Tax-Efficient Retirement Withdrawal Strategies: Planning with Your Financial Advisor
August 19, 2024Financial Planning4 min
The Benefits of Financial Advisor Expertise in Choosing P&C Insurance
August 19, 2024Financial Planning5 min

Join to newsletter.

Curabitur ac leo nunc vestibulum.

Tax Benefits of College Savings Plans: How Financial Advisors Can Help You Save More
August 5, 2024Financial Planning4 min
Generation-Skipping Transfer Tax Planning: Protecting Your Legacy
August 5, 2024Financial Planning4 min
Use Trusts to Reduce Estate Taxes
June 27, 2024Financial Planning5 min
Rebalancing Your Portfolio: Why, When, and How to Do It
June 27, 2024Financial Planning5 min
Minimize Taxes on Retirement Income with Evidence-Based Planning
May 10, 2024Financial Planning7 min
The Advantages of Partnering with a CPA and CFP Financial Advisor
May 7, 2024Uncategorized4 min

Get a personal consultation.

We will take care of your accounting and administrative services.

Free Consultation

@media screen and (max-width: 640px){.fusion-no-small-visibility{display:none !important;}body .sm-text-align-center{text-align:center !important;}body .sm-text-align-left{text-align:left !important;}body .sm-text-align-right{text-align:right !important;}body .sm-flex-align-center{justify-content:center !important;}body .sm-flex-align-flex-start{justify-content:flex-start !important;}body .sm-flex-align-flex-end{justify-content:flex-end !important;}body .sm-mx-auto{margin-left:auto !important;margin-right:auto !important;}body .sm-ml-auto{margin-left:auto !important;}body .sm-mr-auto{margin-right:auto !important;}body .fusion-absolute-position-small{position:absolute;top:auto;width:100%;}.awb-sticky.awb-sticky-small{position:sticky;top:var(--awb-sticky-offset,0);}}@media screen and (min-width: 641px) and (max-width: 1200px){.fusion-no-medium-visibility{display:none !important;}body .md-text-align-center{text-align:center !important;}body .md-text-align-left{text-align:left !important;}body .md-text-align-right{text-align:right !important;}body .md-flex-align-center{justify-content:center !important;}body .md-flex-align-flex-start{justify-content:flex-start !important;}body .md-flex-align-flex-end{justify-content:flex-end !important;}body .md-mx-auto{margin-left:auto !important;margin-right:auto !important;}body .md-ml-auto{margin-left:auto !important;}body .md-mr-auto{margin-right:auto !important;}body .fusion-absolute-position-medium{position:absolute;top:auto;width:100%;}.awb-sticky.awb-sticky-medium{position:sticky;top:var(--awb-sticky-offset,0);}}@media screen and (min-width: 1201px){.fusion-no-large-visibility{display:none !important;}body .lg-text-align-center{text-align:center !important;}body .lg-text-align-left{text-align:left !important;}body .lg-text-align-right{text-align:right !important;}body .lg-flex-align-center{justify-content:center !important;}body .lg-flex-align-flex-start{justify-content:flex-start !important;}body .lg-flex-align-flex-end{justify-content:flex-end !important;}body .lg-mx-auto{margin-left:auto !important;margin-right:auto !important;}body .lg-ml-auto{margin-left:auto !important;}body .lg-mr-auto{margin-right:auto !important;}body .fusion-absolute-position-large{position:absolute;top:auto;width:100%;}.awb-sticky.awb-sticky-large{position:sticky;top:var(--awb-sticky-offset,0);}}:root{--wp--preset--aspect-ratio--square:1;--wp--preset--aspect-ratio--4-3:4/3;--wp--preset--aspect-ratio--3-4:3/4;--wp--preset--aspect-ratio--3-2:3/2;--wp--preset--aspect-ratio--2-3:2/3;--wp--preset--aspect-ratio--16-9:16/9;--wp--preset--aspect-ratio--9-16:9/16;--wp--preset--color--black:#000;--wp--preset--color--cyan-bluish-gray:#abb8c3;--wp--preset--color--white:#fff;--wp--preset--color--pale-pink:#f78da7;--wp--preset--color--vivid-red:#cf2e2e;--wp--preset--color--luminous-vivid-orange:#ff6900;--wp--preset--color--luminous-vivid-amber:#fcb900;--wp--preset--color--light-green-cyan:#7bdcb5;--wp--preset--color--vivid-green-cyan:#00d084;--wp--preset--color--pale-cyan-blue:#8ed1fc;--wp--preset--color--vivid-cyan-blue:#0693e3;--wp--preset--color--vivid-purple:#9b51e0;--wp--preset--color--awb-color-1:#fff;--wp--preset--color--awb-color-2:#f2f2f2;--wp--preset--color--awb-color-3:#eaf2ed;--wp--preset--color--awb-color-4:#e1f2e5;--wp--preset--color--awb-color-5:#9bc235;--wp--preset--color--awb-color-6:#f5ba0f;--wp--preset--color--awb-color-7:#2e4702;--wp--preset--color--awb-color-8:#4e7051;--wp--preset--color--awb-color-custom-10:#004f15;--wp--preset--color--awb-color-custom-1:#000;--wp--preset--color--awb-color-custom-2:#707070;--wp--preset--gradient--vivid-cyan-blue-to-vivid-purple:linear-gradient(135deg,rgba(6,147,227,1) 0%,#9b51e0 100%);--wp--preset--gradient--light-green-cyan-to-vivid-green-cyan:linear-gradient(135deg,#7adcb4 0%,#00d082 100%);--wp--preset--gradient--luminous-vivid-amber-to-luminous-vivid-orange:linear-gradient(135deg,rgba(252,185,0,1) 0%,rgba(255,105,0,1) 100%);--wp--preset--gradient--luminous-vivid-orange-to-vivid-red:linear-gradient(135deg,rgba(255,105,0,1) 0%,#cf2e2e 100%);--wp--preset--gradient--very-light-gray-to-cyan-bluish-gray:linear-gradient(135deg,#eee 0%,#a9b8c3 100%);--wp--preset--gradient--cool-to-warm-spectrum:linear-gradient(135deg,#4aeadc 0%,#9778d1 20%,#cf2aba 40%,#ee2c82 60%,#fb6962 80%,#fef84c 100%);--wp--preset--gradient--blush-light-purple:linear-gradient(135deg,#ffceec 0%,#9896f0 100%);--wp--preset--gradient--blush-bordeaux:linear-gradient(135deg,#fecda5 0%,#fe2d2d 50%,#6b003e 100%);--wp--preset--gradient--luminous-dusk:linear-gradient(135deg,#ffcb70 0%,#c751c0 50%,#4158d0 100%);--wp--preset--gradient--pale-ocean:linear-gradient(135deg,#fff5cb 0%,#b6e3d4 50%,#33a7b5 100%);--wp--preset--gradient--electric-grass:linear-gradient(135deg,#caf880 0%,#71ce7e 100%);--wp--preset--gradient--midnight:linear-gradient(135deg,#020381 0%,#2874fc 100%);--wp--preset--font-size--small:15px;--wp--preset--font-size--medium:20px;--wp--preset--font-size--large:30px;--wp--preset--font-size--x-large:42px;--wp--preset--font-size--normal:20px;--wp--preset--font-size--xlarge:40px;--wp--preset--font-size--huge:60px;--wp--preset--spacing--20:.44rem;--wp--preset--spacing--30:.67rem;--wp--preset--spacing--40:1rem;--wp--preset--spacing--50:1.5rem;--wp--preset--spacing--60:2.25rem;--wp--preset--spacing--70:3.38rem;--wp--preset--spacing--80:5.06rem;--wp--preset--shadow--natural:6px 6px 9px rgba(0,0,0,.2);--wp--preset--shadow--deep:12px 12px 50px rgba(0,0,0,.4);--wp--preset--shadow--sharp:6px 6px 0px rgba(0,0,0,.2);--wp--preset--shadow--outlined:6px 6px 0px -3px rgba(255,255,255,1),6px 6px rgba(0,0,0,1);--wp--preset--shadow--crisp:6px 6px 0px rgba(0,0,0,1);}:where(.is-layout-flex){gap:.5em;}:where(.is-layout-grid){gap:.5em;}body .is-layout-flex{display:flex;}.is-layout-flex{flex-wrap:wrap;align-items:center;}.is-layout-flex > :is(*,div){margin:0;}body .is-layout-grid{display:grid;}.is-layout-grid > :is(*,div){margin:0;}:where(.wp-block-columns.is-layout-flex){gap:2em;}:where(.wp-block-columns.is-layout-grid){gap:2em;}:where(.wp-block-post-template.is-layout-flex){gap:1.25em;}:where(.wp-block-post-template.is-layout-grid){gap:1.25em;}.has-black-color{color:var(--wp--preset--color--black) !important;}.has-cyan-bluish-gray-color{color:var(--wp--preset--color--cyan-bluish-gray) !important;}.has-white-color{color:var(--wp--preset--color--white) !important;}.has-pale-pink-color{color:var(--wp--preset--color--pale-pink) !important;}.has-vivid-red-color{color:var(--wp--preset--color--vivid-red) !important;}.has-luminous-vivid-orange-color{color:var(--wp--preset--color--luminous-vivid-orange) !important;}.has-luminous-vivid-amber-color{color:var(--wp--preset--color--luminous-vivid-amber) !important;}.has-light-green-cyan-color{color:var(--wp--preset--color--light-green-cyan) !important;}.has-vivid-green-cyan-color{color:var(--wp--preset--color--vivid-green-cyan) !important;}.has-pale-cyan-blue-color{color:var(--wp--preset--color--pale-cyan-blue) !important;}.has-vivid-cyan-blue-color{color:var(--wp--preset--color--vivid-cyan-blue) !important;}.has-vivid-purple-color{color:var(--wp--preset--color--vivid-purple) !important;}.has-black-background-color{background-color:var(--wp--preset--color--black) !important;}.has-cyan-bluish-gray-background-color{background-color:var(--wp--preset--color--cyan-bluish-gray) !important;}.has-white-background-color{background-color:var(--wp--preset--color--white) !important;}.has-pale-pink-background-color{background-color:var(--wp--preset--color--pale-pink) !important;}.has-vivid-red-background-color{background-color:var(--wp--preset--color--vivid-red) !important;}.has-luminous-vivid-orange-background-color{background-color:var(--wp--preset--color--luminous-vivid-orange) !important;}.has-luminous-vivid-amber-background-color{background-color:var(--wp--preset--color--luminous-vivid-amber) !important;}.has-light-green-cyan-background-color{background-color:var(--wp--preset--color--light-green-cyan) !important;}.has-vivid-green-cyan-background-color{background-color:var(--wp--preset--color--vivid-green-cyan) !important;}.has-pale-cyan-blue-background-color{background-color:var(--wp--preset--color--pale-cyan-blue) !important;}.has-vivid-cyan-blue-background-color{background-color:var(--wp--preset--color--vivid-cyan-blue) !important;}.has-vivid-purple-background-color{background-color:var(--wp--preset--color--vivid-purple) !important;}.has-black-border-color{border-color:var(--wp--preset--color--black) !important;}.has-cyan-bluish-gray-border-color{border-color:var(--wp--preset--color--cyan-bluish-gray) !important;}.has-white-border-color{border-color:var(--wp--preset--color--white) !important;}.has-pale-pink-border-color{border-color:var(--wp--preset--color--pale-pink) !important;}.has-vivid-red-border-color{border-color:var(--wp--preset--color--vivid-red) !important;}.has-luminous-vivid-orange-border-color{border-color:var(--wp--preset--color--luminous-vivid-orange) !important;}.has-luminous-vivid-amber-border-color{border-color:var(--wp--preset--color--luminous-vivid-amber) !important;}.has-light-green-cyan-border-color{border-color:var(--wp--preset--color--light-green-cyan) !important;}.has-vivid-green-cyan-border-color{border-color:var(--wp--preset--color--vivid-green-cyan) !important;}.has-pale-cyan-blue-border-color{border-color:var(--wp--preset--color--pale-cyan-blue) !important;}.has-vivid-cyan-blue-border-color{border-color:var(--wp--preset--color--vivid-cyan-blue) !important;}.has-vivid-purple-border-color{border-color:var(--wp--preset--color--vivid-purple) !important;}.has-vivid-cyan-blue-to-vivid-purple-gradient-background{background:var(--wp--preset--gradient--vivid-cyan-blue-to-vivid-purple) !important;}.has-light-green-cyan-to-vivid-green-cyan-gradient-background{background:var(--wp--preset--gradient--light-green-cyan-to-vivid-green-cyan) !important;}.has-luminous-vivid-amber-to-luminous-vivid-orange-gradient-background{background:var(--wp--preset--gradient--luminous-vivid-amber-to-luminous-vivid-orange) !important;}.has-luminous-vivid-orange-to-vivid-red-gradient-background{background:var(--wp--preset--gradient--luminous-vivid-orange-to-vivid-red) !important;}.has-very-light-gray-to-cyan-bluish-gray-gradient-background{background:var(--wp--preset--gradient--very-light-gray-to-cyan-bluish-gray) !important;}.has-cool-to-warm-spectrum-gradient-background{background:var(--wp--preset--gradient--cool-to-warm-spectrum) !important;}.has-blush-light-purple-gradient-background{background:var(--wp--preset--gradient--blush-light-purple) !important;}.has-blush-bordeaux-gradient-background{background:var(--wp--preset--gradient--blush-bordeaux) !important;}.has-luminous-dusk-gradient-background{background:var(--wp--preset--gradient--luminous-dusk) !important;}.has-pale-ocean-gradient-background{background:var(--wp--preset--gradient--pale-ocean) !important;}.has-electric-grass-gradient-background{background:var(--wp--preset--gradient--electric-grass) !important;}.has-midnight-gradient-background{background:var(--wp--preset--gradient--midnight) !important;}.has-small-font-size{font-size:var(--wp--preset--font-size--small) !important;}.has-medium-font-size{font-size:var(--wp--preset--font-size--medium) !important;}.has-large-font-size{font-size:var(--wp--preset--font-size--large) !important;}.has-x-large-font-size{font-size:var(--wp--preset--font-size--x-large) !important;}