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 The new year is here, and for many of us, it’s a time for fresh starts and new opportunities. While some people might focus on fitness or hobbies, there’s another area that can have a huge impact on your life: your finances. Don’t worry, setting financial goals…

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…