Financial decisions become more complicated as income, assets, businesses, and family responsibilities grow. In this episode of Financial Cures, host Dr. Wendy Labat welcomes Cecily Welch, CPA, PFS, CFP, to explain why taxes, retirement, investments, insurance, estate planning, and business decisions should work together as one financial strategy.
Cecily explores how people can outgrow DIY financial tools or advisors who no longer match the complexity of their situation. She explains the difference between tax preparation and year-round tax planning, why communication between financial professionals matters, and how fragmented advice can create costly blind spots.
Credit scores can change depending on the scoring model, lender, and type of financing and understanding those differences can affect major financial decisions. In...
When debt turns into collection calls, lawsuits, wage garnishment, or the threat of foreclosure, understanding your options can become critical. In this episode of...
Strong revenue does not always mean a financially healthy business. On Financial Cures, host Dr. Wendy Labat welcomes Joseph Reyes, founder of J.L. Accounting...
