Bert Doerhoff

cpa financial advisor

Why You Should Consider Using a Financial Advisor Who is a CPA

There are many factors to consider when deciding which financial advisor you should retain. One of the most important ones is to be sure they are registered investment advisors.  These advisors (known as “RIAs”) are required by law to make extensive disclosures, especially about their fees and any conflicts of interest.  They must always put …

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Aura Wealth Business Resources for Veterans

Special Resources Available for Veterans Who Want to Start a Business

If you have recently transitioned to civilian life after serving in the military, you may feel uncertain what to do for a career if you’re not yet retirement age. For many veterans, starting their own business is an attractive and logical choice. This option is so popular among America’s veterans that nearly 10 percent now …

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Aura Wealth Think Outside the Box to Survive a National Financial Crisis

Think Outside the Box to Survive a National Financial Crisis

The coronavirus pandemic upended the lives of all Americans, including millions of business owners, within a matter of days. With the crisis now entering its third month, you may have barely had a chance to catch your breath and adapt to the new reality. According to a recent article published in Forbes Magazine, however, accepting reality …

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