Things You Need to Know about a Qualified Personal Residence Trust
Personal financial planning can be a complex process, especially when it comes to managing high-value assets such as a home. One effective tool for minimizing estate taxes and securing your property for future generations is the Qualified Personal Residence Trust (QPRT). What is a Qualified Personal Residence Trust? A QPRT is a type of irrevocable […]
Paraklete® Financial, Inc. Expands its Presence with New Office in Houston
Houston, TX – May 17, 2024 – ParakleteFinancial, Inc., a prominent personal financial planning firm, is pleased to announce the opening of its newest office in Houston. This strategic expansion reflects the company’s commitment to providing integrated personal financial planning services and virtual unbundled office services to clients in the Houston metropolitan area. The Houston […]
Personal Financial Planning at AICPA’s 2024 Engage Conference
The AICPA’s 2024 Engage Conference is right around the corner and is one of the premier personal financial planning events each year. Scheduled to take place from June 2- 6 in Las Vegas, this conference is the premier gathering for CPAs, financial planners, and business advisors. With a focus on personal financial planning, attendees can […]
Retirement and Snake Oil
Snake oil is an idiom used to describe deceptive marketing, or some type of scam. As authors and public speakers, we are often asked to opine on “saving for retirement.” To which we reply, retirement is just ‘snake oil.’ We have gone round-and-round with our publishers on our crusade to pull back the curtain on […]
