by Aurelia E Weems, CPA | Aug 12, 2015 | Blog
I hope you are doing well. I have some thoughts for you today that may be a little bit of a mental (or emotional) stretch. You see, when I write about financial principles in these Notes that I send, I do so recognizing that my clients come from a wide variety of...
by Aurelia E Weems, CPA | Jul 27, 2015 | Blog
Meeting with clients for mid-year planning sessions the past few weeks has been wonderful. No — really! And yes, I know, I should get out more. The reason we enjoy doing this (especially this time of year), is seeing that look on our clients’ faces when we...
by Aurelia E Weems, CPA | Jul 20, 2015 | Blog
A couple weeks back (after Independence Day), I wrote about the shared covenant we are blessed with in our nation. Our Constitution and our laws form a different kind of bond than what was ever seen, at least at the time of our nation’s founding. (Speaking of...
by Aurelia E Weems, CPA | Jul 13, 2015 | Blog
I have an action item for you in a moment, but before I get there, allow me to explain… You see, one of the projects toward which I devote my time during the summer, is expanding my financial intelligence. I’m not just referring to learning more technical...
by Aurelia E Weems, CPA | Jul 6, 2015 | Blog
As we just celebrated our Independence Day, I think it’s worth considering *financial* independence. But we should pause first in gratitude to Will Smith and Jeff Goldblum who, along with our armed forces, back in 1996 successfully repelled an alien invasion...
by Aurelia E Weems, CPA | Jul 2, 2015 | Blog
We’ve seen many parents in our office these last few months, and we obviously go over tax returns, customized plans for saving more on taxes, as well as a variety of other strategies for handling their assets so that their children will, one day, be financially...
