Leveraging Financial Knowledge, LLC
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Extra Extra Read All About It

Publications

PICPA - "Ask a CPA"
​
Can a 529 acct be used for Nursery and Pre-K?
Falling Behind on Credit Card Bills
Must Cash gifts from 401Ks be reported to the IRS?

Periodicals

Kiplinger
Bloomberg News
Forbes Magazine
Time Magazine

Books

The Happiness Project
By Gretchen Rubin
​
​This book is helping me start to question, am I happy enough? Is there more to life, and can I achieve greater happiness. 
Gretchen Rubin
The Lazy Person's Guide to Investing
by Paul B. Farrell, J.D., Ph.D.
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​How do we invest in our futures when we know nothing about the stock market?  How can we maximize our wealth that we can trust and does not cost us an arm and a leg?  This book addresses the trends and historical data that allows us to invest with little effort to manage the outcome. 
The Difference
By Jean Chatzky
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​Do you often look at your neighbor, friend, or family member and wonder how can I be rich as they are?  This book evaluates the habits, traits, and psychology of becoming wealthy. 

Services

Financial-LifeSkills(TM)
Controllership
Tax Services
​Records Management

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Terms of Use
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© COPYRIGHT 2017. ALL RIGHTS RESERVED.
  • Home
  • About
  • Services
    • Financial-LifeSkills(TM)
    • Controllership
    • Tax Services
    • Records Management
  • Events
  • Enriching Your Life
    • News Letters
    • Blog
    • Extra Extra Read All About It
  • Client Services
  • Contact
  • Terms of Use
  • Privacy Policy
  • Reschedule & Refund Policy