top of page
Search

Happy April 16th

  • Writer: Mario Zumbo
    Mario Zumbo
  • Apr 29
  • 1 min read

Happy April 16th.


If you know a good CPA, send them a thank you as they re-enter society today.


And maybe give them a few days before asking “Quick question on my taxes...”

 
 

Recent Posts

See All
AI and the future of financial advisors

Will we become obsolete? The one question on everyone's mind in a room full of 200 advisors last Friday. I listened to Michael Kitces and Carl Richards talk about AI and the future of our industry. Th

 
 
Financial Therapy

Not everyone needs a therapist. But almost everyone could benefit from having one. The same is true for a good financial advisor. Sometimes you just need someone to say, “That’s a bad idea.”

 
 
bottom of page