About Patrick Brewer, CFA, CPA

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So far Patrick Brewer, CFA, CPA has created 31 blog entries.

Early Retirement: 10 Tips for Reaching Your Goal to Retire Early

Why wait until you're in your 60s to start living the life you want. While the age of the average retiree has been steadily getting older -- that doesn't mean you need to wait that long to retire yourself. You can comfortably retire at any age, all it takes is some thorough planning and preparation. If [...]

By | February 4th, 2019|Tips & Tricks|

How to Find the Best Small Business Accountant

When you're running a small business, it's easy to get bogged down by the numbers. Only 40 percent of business owners say they're comfortable crunching those numbers and accountants have ranked as the number one professional that small businesses need the most. You want to follow your passion and serve your business well but can't [...]

By | January 21st, 2019|Business|

7 Creative Ways to Save Money

65% of people are not saving their money, or are saving pennies. Saving money is vital to having a healthy bank account, as it prepares you for emergencies and for the future, like retirement or paying for education. But sometimes it can be really challenging to find creative ways to save money. Thankfully there are [...]

By | January 7th, 2019|Financial News|

Do You Need a Financial Advisor? 7 Signs You Need One

Someone once said that the only way to make money is to spend money - but the main detail they left out is to spend wisely. This is why so many people take their time when investing in savings and buying assets. They understand such decisions can either create amazing results or go horribly wrong. [...]

By | December 26th, 2018|Business|

How Hard Is It to Do Your Own Taxes? 9 Reasons to Leave Taxes to the Pros

If you love saving money and do-it-yourself projects, you probably think doing your own taxes is no sweat. After all, how hard is it to do your own taxes? The truth is that it can be very difficult. The tax forms are complex, the information you need is extremely detailed, and the consequences for making [...]

By | December 24th, 2018|Taxes|

10 Reasons a 401k is the Best Way to Save For Retirement

Are you one of the almost 70 percent of Americans who aren't putting nearly enough away in their retirement fund? If so, now is the time to make a change. If your company offers a 401k plan, you'll want to get enrolled and start saving as soon as possible.  A 401k isn't the only option you [...]

By | December 12th, 2018|Tips & Tricks|

Plan Ahead: 2018 Tax Facts You’ll Need to Understand Before the End of the Year

Once you bid adieu to Santa Claus this holiday season, you'll find yourself waiting for good ole Uncle Sam to show up next. The question is, will Uncle Sam's outstretched hand come bearing gifts (a tax refund), or will he be taking money out of your pocket instead? #badbaduncle Understandably, tax time can be both [...]

By | November 28th, 2018|Taxes|

Navigating Volatile Markets: 7 Ways Your Financial Advisor Can Help

Markets ebb and flow, but it's important that you have a stake in them for your financial security. Learning to play the "game" is important if you want to grow your assets in order to live a life of financial freedom. In the face of extremely volatile markets, you'll need to have an advisor that [...]

By | November 14th, 2018|Financial News|

Top 10 Benefits of Hiring a Small Business Accountant

Are you thinking about hiring a small business accountant? If so, read on to learn the top 10 benefits of hiring a small business accountant.

By | October 25th, 2018|Financial News|

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|