About Patrick Brewer, CFA, CPA

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So far Patrick Brewer, CFA, CPA has created 22 blog entries.

7 Easy Steps to Help You Find the Best Financial Planner

Hiring a financial advisor for your family isn't something most people consider. In fact, most Americans aren't confident in their understanding of a typical 401K. But having a financial advisor is beneficial, even for those in the middle class. They set up a blueprint or strategy to help you maintain your finances and build wealth. [...]

By | October 11th, 2018|Taxes|

401k Guide: 10 Things Business Owners Should Do When Creating a Retirement Plan

Pensions are declining in the U.S. Social Security could be insolvent by 2034. 42% of Americans have less than $10,000 saved. This makes having a 401(k) plan a necessity, but 35% of private sector employees don't even have access to one. Some companies are afraid of costs. Others don't understand how easy setting up a [...]

By | August 24th, 2018|Investing|

7 Signs It’s Time to Hire an Accountant For Your Business

The trickiest part of growing a business is knowing what to do when. Every business is different, so there's no guaranteed roadmap to success. That's why 50% of businesses fail in their first five years. Many of those failures arise from poor financial management. Even a stable business can spin out of control if it [...]

By | August 10th, 2018|Taxes|

Best Way to Do Your Taxes This Year: 7 Smart Methods

It's no surprise that 56% of Americans either dislike or hate doing their taxes. It's a stressful and complicated process that can take countless hours of your valuable time. But what of the Americans who say they enjoy the process? Have they discovered the best way to do your taxes? The truth is, there isn't [...]

By | July 25th, 2018|Taxes|

9 Biggest Tax Deductions for Your Small Business

Parents never appreciate their children more than at tax time. OK, that's a bad joke, especially for small business owners who can take advantage of literally dozens of tax deductions (more than the standard deduction for children). Do you know if you are taking advantage of all the tax breaks available to you? Don't worry, [...]

By | July 11th, 2018|Featured|

When to Get a Financial Advisor: Your Guide

Three-quarters of American adults are not self-directed when it comes to saving and finances. But nearly all Americans have a 401(k). This means that most Americans could benefit from the help of a financial advisor. The question becomes when to get a financial advisor? This is a guide to help answer that very question. No [...]

By | June 14th, 2018|Financial News|

Financial Planner Definition: What’s a Financial Planner?

Financial planners can make a huge difference for your finances, but not enough people seek their help. But maybe it's because you don't exactly know what a financial planner does. Keep reading to learn the financial planner definition and how they can help you with your financial goals. Financial Planner Definition: What Is a Financial [...]

By | May 31st, 2018|Financial News|

Why Your Business Should Start Hiring a Financial Advisor

Only about forty percent of small business owners have actually consulted with a financial advisor about important issues like retirement savings. Are you prepared for what the future holds for you and your employees? Or, are you flying by the seat of your pants and making things up as you go? When it comes to [...]

By | May 24th, 2018|Featured|

The Power of Goal-Based Investing

Investing is not something that comes naturally to people. It’s risky and challenging, especially since most can’t even answer the question as to why they are investing in the first place. Hence why goal based investing is very important Goal-based investing helps you streamline the process and get your priorities straight. It offers a structured [...]

By | August 14th, 2017|Investing|

The Secrets to Saving for College & The 529 Plan

Many people associate financing a college education with a complex web of savings strategies. Saving for college can be particularly tricky because each family has its own set of financial priorities and trade-offs. Are your children planning on attending a public or private school? Are they looking for a four-year or two-year college? Regardless of [...]

By | August 7th, 2017|Investing|