BTA Blog

Retirement Plans for Individuals & Businesses

By: Elisabeth - June 1, 2018 - 10:11 am

Retirement Plans for Individuals & Businesses A look at some of the choices.   Provided by Denise B. Barrows, CPA, CFP® and Philip G. Trostle, CPA/PFS, MBA   Households are saving too little for the future. According to one new analysis, 41% of Gen Xers and 42% of baby boomers have yet to begin saving  Read more…


The Real Cost of College

By: Elisabeth - May 1, 2018 - 9:20 am

The Real Cost of College  It may not be what you think.  Provided by Denise B. Barrows, CPA, CFP®and Philip G. Trostle, CPA/PFS, MBA How much will your family end up paying for college? Your household’s income may have less influence than you think – and some private colleges may be cheaper than you assume.  Read more…


What Should You Keep?

By: Elisabeth - April 2, 2018 - 10:00 am

What Should You Keep? Even with less itemizing, there are still tax documents you want to retain for years to come.  Provided by Denise B. Barrows, CPA, CFP® and Philip G. Trostle, CPA/PFS, MBA Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them, and you may be  Read more…


Who Needs Estate Planning?

By: Elisabeth - January 5, 2018 - 9:19 am

Who Needs Estate Planning? Why it is so important and not just for the rich. Provided by Denise B. Barrows, CPA, CFP®  You have an estate. It doesn’t matter how limited (or unlimited) your means may be, and it doesn’t matter if you own a mansion or a motor home.  Rich or poor, when you  Read more…