Financial Planner vs. Accountant: Which One Do You Need?

Posted by Ocean Wealth

Financial Planner VS AccountantWe can probably all agree that financial planning is pretty darn important. Whether you’re spending within the confines of a monthly budget or saving for a new home — there’s a good chance you’re already doing it without even knowing. Alas, there may come a time when you need a helping hand to navigate challenging financial hurdles like investments and taxes.

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3 Signs of a Successful Financial Plan

Posted by Ocean Wealth

3 Signs of a Successful Financial PlanWhen you put a financial plan in place — you hope for the best. You want to have money to do certain things in life. Whether that means splurging on a European vacation or saving for your child’s college fund, careful financial planning helps achieve these things. But how do we really know if our efforts are paying off?

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Understanding What Business Expenses You Can Deduct

Posted by Ocean Wealth

Business Expenses you can DeductHave you ever gone to a business lunch with someone and noticed that they’re insistent on getting a receipt? You might think it’s a little odd at first. Who cares about holding onto the receipt for a $25 lunch, right? Well as it turns out, there’s probably a very good reason that the person you talked business with over lunch is hanging on to that little piece of paper.

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3 Easy Year-End Tax Tips to Save Your Small Business Money

Posted by Ocean Wealth

Year-End Tax TipsWait a second. Check the calendar again. That can’t be right. Wasn’t it just January? The end of the year has come in fast and furious form. The Christmas season is almost upon us, but our stomachs are still digesting Thanksgiving dinner. That’s life, isn’t it? The more you have going on, the more you start recognizing how quickly time flies.

 

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How to Invest in Your Child’s Future

Posted by Ocean Wealth

Invest in Your Child's FutureChildren are the most important thing in the world. Parents understand this beyond a shadow of a doubt, but even those without children know this. Society understands that children are the future and will shape our world long after we’re gone. In a greater sense, we do everything we can to prepare them for that future.

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3 Ways to Protect Your Investments

Posted by Ocean Wealth

3 Ways to Protect your InvestmentsEveryone wants to have a happy and healthy portfolio. Nobody makes investments with the end goal of merely getting by. They want to preserve capital and, ideally, make some money from investments they’ve made over the years.

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Understanding the 3 Financial Planning Stages

Posted by Ocean Wealth

Understanding the 3 Financial Planning StagesWe all go through different stages of life. Whether it’s dying our hair pink or moving to a new city, these stages represent different phases. As each stage inevitably ends, a new one opens up. It’s the accumulation of these stages that turns us into the people we are today.

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Is DIY Wealth Management a Good Idea?

Posted by Ocean Wealth

Source: PexelsWith so many resources out there thanks to the Internet, doing things yourself has never been easier. Click a couple of links, and you can learn how to change a tire and cook like Gordon Ramsey (not at the same time, of course). Our digital database is more comprehensive than ever before, so our depth of knowledge has grown significantly, too.

That said, this doesn’t mean we’re suddenly experts in everything.

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