by Tricia Bush, CPA, CFP® CPA, CFP® Owner, AAA Advisory LLCAre 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 do…

by Tricia Bush, CPA, CFP®, Partner, Bestgate Advisors Hi, I’m Tricia Bush, CPA, CFP®, and I’m here to share with you what I’ve learned from working with successful retirees to help lead you to your financial and retirement goals. One of the overriding themes I’ve seen of those who have been successful is that they…