by Tricia Bush, CPA, CFP® Owner, AAA Advisory LLC Part 2: how to start Investing What to Buy and How to Keep it Simple A Conversation With Theresa, a New Investor Theresa is brand new to investing. She and her spouse want to start building a nest egg for their family, but every time she…

by Tricia Bush, CPA, CFP® Owner, AAA Advisory LLC Part 1: Getting Started with Investing When to Begin and Where to Start For many people, investing feels overwhelming before it ever begins. The terminology can sound intimidating, the decisions feel permanent, and there’s often a fear of “doing it wrong.” I remember when I was…

by Tricia Bush, CPA, CFP® CPA, CFP® Owner, AAA Advisory LLC Are your finances in alignment with your life? One of the most powerful steps you can take in financial planning has nothing to do with money—and everything to do with you. Before diving into numbers or spreadsheets, take a step back and ask: What…

by Tricia Bush, CPA, CFP®, Owner, AAA Advisory LLC Question of the Month Which Assets Should You Use First Once You Retire? Great question. When you retire, you flip the switch—from decades of saving for retirement to finally drawing from your nest egg. That shift can feel emotional and overwhelming. After all, most people have…

by Tricia Bush, CPA, CFP®, Partner, Bestgate Advisors Investing in Gold and Silver Bars or Coins Submitted question: “Is investing in gold and silver bars or  coins a good investment?” There’s something timeless about holding a solid bar of gold or a gleaming silver coin in your hand. For centuries, precious metals have symbolized wealth…

by Tricia Bush, CPA, CFP®, Partner, Bestgate Advisors Tax Time Should You File an Extension? April is here, and if you haven’t yet filed your 2024 income tax return, time is running out. With the April 15 deadline approaching, you need to decide whether to file your return now or submit an extension request. But…

Understanding Life Insurance What You Need To Know Life insurance is one of those financial tools that you’ve heard of and know you probably need but aren’t sure where to start. It’s easy to put off or ignore, but having the right life insurance policy can make a world of difference for your family in…

by Tricia Bush, CPA, CFP®, Partner, Bestgate Advisors Pay O f f  Yo u r  M o r t g a g e  E a r ly o r  I n v e s t ? Maybe you’ve overheard co-workers debating or you were at the local diner or chatting with neighbors—about whether it’s smarter…

by Tricia Bush, CPA, CFP®, Partner, Bestgate Advisors Are you thinking about investing your hard-earned money but feeling a bit overwhelmed by all the choices out there? Don’t worry, you’re not alone.  It can be intimidating if you don’t have a good grasp of the basics. Let’s break down the different investment options in a…