Latest Stories in "In The News"

Financial Services Leader Ryan Finch Recognized for Community Impact Through Youth Soccer Coaching

Tangible Wealth Solutions (TWS) today announced that its President and Founder, Ryan Finch, CFP®, has been recognized for his longstanding commitment to community service through youth soccer coaching in Colorado.
Finch was named Skyline Advanced League Coach of the Year by the Skyline Soccer Association and was nominated for the Colorado Soccer Association (CSA) Advanced League Boys Coach of the Year.
With more than 20 years of coaching experience, Finch has worked with leading youth soccer organizations, including Colorado Fusion, Colorado Rapids Youth Soccer Club, and Skyline Soccer Club. He holds a U.S. Soccer National Coaching C License and has coached at the advanced competitive level. Finch previously played competitive club soccer and was a varsity soccer athlete in high school.
“Community involvement and leadership are core values at Tangible Wealth Solutions,” said Finch. “Coaching youth athletes is one way to contribute positively beyond the workplace and support the development of future leaders.”Tangible Wealth Solutions, commonly known as TWS, is a financial services firm with real estate emphasis focused on education-driven planning and long-term relationships. Finch’s coaching recognition reflects the firm’s broader commitment to service, integrity, and leadership within the communities it serves.
Tangible Wealth Solutions (TWS) is a financial services firm providing investment solutions to individuals, family offices, and business owners. Founded by Ryan Finch, the firm emphasizes disciplined planning, education, and long-term financial stewardship.
For more information on Emerson Equity, please visit FINRA’s BrokerCheck website. You can also download a copy of Emerson Equity’s Customer Relationship Summary to learn more about their role and services.General Disclosure
Not an offer to buy, nor a solicitation to sell securities. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only.
Securities through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication.

Wealth180 Introduces a System-Based Approach to Protect, Structure, and Grow Generational Wealth

In an era where economic uncertainty dominates headlines and financial stress affects households and entrepreneurs alike, Wealth180 has officially launched the Wealth180 Life Plan, a structured system designed to bring clarity, protection, and long-term stability to families, real estate investors, and business owners. 
The message behind the launch is clear. Wealth is not built by accumulating more products. It is built through intentional design. True financial peace does not come from income alone. It comes from having a system that protects what you build while positioning it to grow with strength, direction, and purpose. 
At Wealth180, the definition of wealth goes beyond finances. Wealth encompasses the richness of health, the freedom of time, and the strength of relationships. These pillars form the foundation of a truly abundant life. When money is structured correctly, it supports the life you want to live. 
For many working families and business owners, income has increased, but structure has not. The result is fragmentation, exposure to unnecessary risk, and long-term instability. The Wealth180 Life Plan challenges the outdated belief that wealth is defined by how much you make. Instead, it reinforces a more powerful truth. Wealth is defined by how it is structured, distributed, invested, and intentionally designed to serve your vision. 
With over 15 years of strategic planning experience, Jacqueline Luna and Anna Chand designed the Wealth180 Life Plan after recognizing a consistent gap in the marketplace. Families were earning, saving, and investing, yet lacked an integrated framework to align income, protection, growth, and legacy. Without a clear system, money was being earned but not maximized. 
“We created the Wealth180 Life Plan to change the way people think about wealth,” said Anna Chand. “Instead of reacting to wealth stressors, our clients can now plan intentionally and protect what matters most.” 
Jacqueline Luna reinforced that philosophy with clarity. “Income alone does not create wealth. How you position and invest it does.” 
The Wealth180 Life Plan is built on three foundational principles. First, it offers a system-based, intentional approach that aligns all aspects of wealth into one cohesive strategy. Second, it provides clarity, confidence, and actionable steps so families can move forward without confusion or guesswork. Third, it shifts the focus from earning more to allocating wisely, teaching clients how to direct money in ways that generate durability and long-term growth. 
Collaboration with Raul Luna Academy reinforced the demand for this holistic framework. Working closely with individuals committed to personal and professional growth revealed a significant need. People did not simply want higher income. They wanted structure, protection, and alignment. They wanted wealth that supported every pillar of their lives. 
In uncertain times, clarity and action are the new currency. Families are navigating rising costs, economic volatility, and competing responsibilities. The Wealth180 Life Plan stands as a proactive response, empowering individuals to design wealth that supports their health, relationships, time freedom, and financial stability. 
Unlike traditional financial approaches that focus narrowly on products or short-term returns, Wealth180 centers on intentional design. It is not about chasing the next opportunity. It is about structuring wealth so it grows with resilience and supports generational impact. 
Wealth180 is an educational platform dedicated to protecting, growing, and preserving what matters most. Through practical knowledge and effective tools, the company supports individuals in making informed decisions that build lasting stability and meaningful abundance. 
Individuals ready to take control of their financial future and design wealth that endures are invited to schedule a 15-minute call to begin their Wealth180 Life Plan at www.Wealth180.com. 
Clarity is a decision. Structure is a strategy. The Wealth180 Life Plan is now available for those ready to build wealth that lasts for generations. 
 
 
 
 

Laura Kelly, Partner with Knoll & Company PC Interviewed on the Influential Entrepreneurs Podcast Discussing Bookkeeping Strategies

Laura Kelly discusses bookkeeping strategies 
Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-laura-kelly-partner-with-knoll-company-p-c-discussing-bookkeeping-strategies/
In the realm of business finance, bookkeeping often takes a backseat to more glamorous aspects of entrepreneurship, such as marketing and sales. However, the importance of accurate bookkeeping cannot be overstated, particularly when it comes to tax planning. As highlighted in a recent podcast episode featuring Laura Kelly, a partner at Knoll & Company P.C, effective bookkeeping not only streamlines financial management but also plays a crucial role in ensuring accurate tax preparation and strategic planning. 
At its core, bookkeeping involves the systematic recording, categorizing, and management of financial transactions. While many business owners may view it as a tedious and monotonous task, Laura emphasizes that it is the bedrock upon which sound financial decisions are made. The podcast illustrates that accurate bookkeeping is not merely about entering numbers into a ledger; it is about understanding the implications of those numbers on a business’s overall financial health and tax obligations. 
One of the key takeaways from the discussion is the integration of bookkeeping with tax preparation. Traditional bookkeeping often involves data entry and categorization based solely on the bookkeeper’s understanding of the business’s expenses. However, Laura argues that this approach can lead to inaccuracies that may not surface until tax season, resulting in a scramble to correct errors and potentially costly mistakes. Instead, she advocates for a more proactive approach, where bookkeeping is conducted with an eye toward tax implications throughout the year. This method allows business owners to engage in tax strategizing and planning, armed with accurate financial data. 
For instance, when bookkeeping is performed by professionals who are also familiar with tax regulations, it enables them to categorize expenses correctly and identify potential tax deductions. This proactive strategy can significantly reduce the tax burden for a business. As Laura points out, having a CPA or tax professional involved in the bookkeeping process ensures that financial records are not only accurate but also optimized for tax purposes. This collaboration allows for timely identification of discrepancies or potential issues, enabling businesses to address them before they escalate into major problems. 
Moreover, the podcast highlights the importance of maintaining up-to-date financial records on a monthly or quarterly basis, rather than relying on a year-end rush to compile data. By keeping accurate books throughout the year, business owners can make informed decisions based on their current financial standing. This ongoing process facilitates more effective communication between bookkeepers and CPAs, allowing for a deeper understanding of how specific entries may impact tax obligations. For example, if a business incurs an unexpected expense, a well-informed bookkeeper can quickly assess its potential tax implications and advise the business owner accordingly. 
The benefits of accurate bookkeeping extend beyond mere compliance with tax regulations. It also fosters a culture of financial awareness within an organization. When business owners are regularly updated on their financial health, they can make strategic decisions that align with their long-term goals. This level of financial literacy empowers entrepreneurs to identify opportunities for growth, manage cash flow effectively, and ultimately enhance the sustainability of their business. 
 
Laura shared: “The way it (bookkeeping) integrates with taxes you, don’t learn that in a regular school or anything and even then, you don’t learn that just from being a bookkeeper for a business. What really helps is being a bookkeeper for a CPA firm because – every single day you’re tying your work into a completely different aspect that follows right through to your taxes.” 
 
In conclusion, the podcast featuring Laura Kelly serves as a reminder of the integral role that bookkeeping plays in ensuring accurate tax planning. By adopting a proactive approach to financial management, business owners can not only streamline their bookkeeping processes but also position themselves for greater financial success. Accurate bookkeeping is not just a back-office function; it is a strategic tool that enables businesses to navigate the complexities of tax planning with confidence. As the saying goes, knowledge is power, and in the world of finance, that knowledge begins with accurate and timely bookkeeping. 
Video Link: https://www.youtube.com/embed/sSKeJOk4Hzg 
About Laura Kelly 
With over a decade of experience in accounting and bookkeeping, Laura specializes in helping business owners manage and understand their finances. As a partner at Knoll & Company, PC – Next Generation CPA Firm, she focuses on building strong bookkeeping systems that keep businesses organized and positioned for growth. Her goal is to make the numbers clear so owners can confidently move their businesses forward. 
Learn more: https://www.knollcpa.com/ 
 
 
The information provided in this content is for general informational purposes only and should not be construed as personalized financial, tax, or legal advice. While every effort has been made to ensure accuracy, laws and regulations frequently change and may vary depending on individual circumstances. Please consult a qualified financial, tax, or legal professional for advice specific to your needs before making any decisions. Knoll & Company P.C. and its representatives do not provide legal advice. All services are provided in accordance with applicable professional standards and ethical requirements. 
 
 
 
 
 

Nef El Bey Founder of Insured by Nef Discussing Financial Empowerment for Beauty Professionals

From Service Provider to Wealth Steward: Financial Empowerment for Beauty Professionals 
Insights from the Afrikan Intelligence International Hair Show Conference 
The worlds of finance and cosmetology converged during the international hair show conference Afrikan Intelligence, held virtually February 15–16 and streamed to a global audience. The founders of Afrikan Intelligence Thando Kafele (The King of Loc) and Mekeba Eady so graciously extended the invite. The featured session, From Service Provider to Wealth Steward, focused on equipping beauty professionals with the financial knowledge and tools needed to transform income earned behind the chair into long-term, sustainable wealth. 
The cosmetology industry is experiencing a pivotal economic shift often described as the “Great Wealth Transfer.” While the sector generates billions annually, many professionals remain financially vulnerable because their earnings are directly tied to the hours they work. Without structures for asset-building, succession planning, or income protection, years of success can be difficult to preserve. 
The 60-minute educational session addressed this challenge by guiding attendees through the transition from a skilled-service mindset to a business ownership and legacy-building perspective. Participants were introduced to foundational wealth strategies designed to help them scale beyond transactional income, create continuity in the event of illness or injury, and develop systems that support both present operations and future security. 
A central theme of the presentation examined a critical question facing many independent beauty professionals: how lifestyle and business stability would be maintained if they were suddenly unable to work. By reframing financial planning as an essential component of professional development, the session emphasized that wealth stewardship is as vital to longevity in the industry as technical expertise. 
 
Nef shared: “I am excited to share tools with the industry that will save the business owner from financial ruin and leave a legacy.” 
 
As the beauty industry continues to evolve, integrating financial literacy into professional education is emerging as a key factor in helping entrepreneurs protect their earnings, expand their impact, and build generational stability. 
This effort focuses on bridging the gap between the financial services sector and the cosmetology community by providing accessible education, practical wealth-building frameworks, and strategies tailored to independent professionals and small business owners in the beauty space. 
 
About Nef El Bey 
Nefertarei El Bey (Nef-er-tar-ee) a woman whose goal in life is to be integral and live a purpose filled life. I worked in healthcare for over 23 years. My past experiences prepared me for a variety of development and leadership. I have worn lots of hats: Insurance Claims Management, Customer Service Management, Medical Billing and Coding, Auditor for Subrogation Cases. The list goes on and on. 
The commonality of all these roles are people. Everyone wants to be heard and understood. All the roles I found myself being a liaison between the company and the people. This is how I came to know my true purpose, being a servant to man. 
I am honored to be a community resource, helping individuals understand Medicare plans and final expense. I am a licensed agent for health and life in 13 states. I am invested in each client by educating and keeping them informed of updates. 
I am a wife, mother, grandma, sister, auntie, daughter, and most importantly a child of God. I reside with my husband in Concord NC. My ideal weekend is not to have plans and do NOTHING!!! Nevertheless, when you hear my name or think of me know, I am passionate and always grateful to serve!!! 
 
Learn more: http://www.insuredbynef.com/  
 
 
 
 
 

Roma Pithadiya, President & CEO of Affordable Insurance & Financial Services Interviewed on the Influential Entrepreneurs Podcast Discussing Managing Risk in Retirement

Roma Pithadiya discussing managing risk in retirement 
Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/roma-pithadiya-president-and-ceo-of-affordable-insurance-and-financial-services-discussing-managing-risk-in-retirement/
Roma introduced the concept of “go-go, slow-go, and no-go” phases in retirement, explaining how financial needs and risks change over time. She stressed the importance of planning for these phases to ensure a secure and enjoyable retirement. Also discussed common misconceptions about tax-free retirement planning, particularly the false sense of security that many people have with their 401(k) plans. 
Hybrid Approach Mitigates Retirement Risks 
As individuals approach retirement, the prospect of managing their finances becomes increasingly daunting. The fear of outliving one’s savings, coupled with the unpredictability of market fluctuations and health-related expenses, creates a perfect storm of anxiety for retirees. However, Roma Pithadiya, President and CEO of Affordable Insurance and Financial Services, presents a compelling solution: a hybrid approach to retirement planning that effectively mitigates these risks. 
The essence of the hybrid approach lies in its multifaceted strategy that combines various financial instruments and risk management techniques. Unlike traditional methods that often rely on a singular source of income or savings, the hybrid strategy diversifies assets across multiple categories, including tax-deferred, tax-free, and liquid assets. This diversification is crucial in today’s economic environment, where tax laws and market conditions can change rapidly. By spreading risk across different financial vehicles, retirees can better safeguard their savings against potential losses. 
One of the most significant aspects of this hybrid approach is its adaptability to the different phases of retirement, which Pithadiya categorizes as “go-go,” “slow-go,” and “no-go” stages. The “go-go” phase typically occurs when individuals first retire and are eager to enjoy their newfound freedom. This is often characterized by travel, leisure activities, and luxury purchases. During this time, retirees may draw from their savings to fund these experiences. However, the misconception that retirement is solely about enjoying life can lead to financial pitfalls if adequate planning is not in place. 
The “slow-go” phase follows, where retirees may shift their focus from travel to spending quality time with family and friends. Although this phase may involve fewer expenses related to travel, it is crucial to recognize that costs do not disappear entirely. Healthcare expenses, for instance, may begin to rise as individuals age, necessitating careful financial planning. 
Finally, the “no-go” phase represents a time when health issues may limit mobility and independence. During this stage, retirees may require long-term care, which can be financially burdensome. The hybrid approach addresses this concern by ensuring that retirees have access to funds that can cover these expenses without depleting their savings entirely. By utilizing life insurance and other financial products, retirees can secure funds for both immediate needs and long-term care, thus reducing the risk of financial strain during their later years. 
Pithadiya emphasizes that the hybrid approach is not merely about accumulating wealth but about strategically managing and utilizing that wealth throughout retirement. This perspective shifts the focus from merely saving to a comprehensive strategy that considers the complexities of aging and financial security. By planning for all three stages of retirement—go-go, slow-go, and no-go—individuals can ensure that they are not only prepared for the joys of retirement but also equipped to handle its challenges. 
In conclusion, the hybrid approach to retirement planning offers a robust framework for mitigating risks associated with aging and financial uncertainty. By diversifying assets and considering the various phases of retirement, individuals can protect their savings from market volatility and unexpected expenses. Roma Pithadiya’s insights into this approach highlight the importance of proactive financial planning, ensuring that retirees can enjoy a fulfilling and secure retirement without the looming fear of financial instability. As the landscape of retirement continues to evolve, embracing a hybrid strategy may well be the key to achieving lasting peace of mind. 
 
Roma shared: “I can use my life insurance for go-go, slow-go, and no-go. All the time of my life, I want to use it. That’s why hybrid approach is the most important work because it doesn’t pull your money from the one bucket. It’s spreading out all risk.” 
 
Video Link: https://www.youtube.com/embed/qlIhXusp5q0 
About Roma Pithadiya 
Roma Pithadiya is the President and Chief Executive Officer of Affordable Insurance and Financial Services (AIFS), a financial services and insurance advisory firm based in the Dallas–Fort Worth area of Texas. She is a seasoned financial professional and entrepreneur with extensive experience in insurance, financial planning, and wealth protection.    
Roma immigrated to the United States with limited resources and has built her career from the ground up, becoming a respected advisor to individuals, families, and small businesses in matters of health insurance, life insurance, auto and home protection, and long-term financial planning. She has been active in the financial services industry for well over a decade and is known for her deep commitment to client education and advocacy.    
She is also recognized as a Million Dollar Immigrant, a title reflecting her journey from starting penniless in the U.S. to achieving significant success in the insurance and financial advisory business.    
In addition to her executive role, Roma engages heavily in community service: she is active with the Lions Club, participates in senior citizen organizations, and serves on committees for cultural and religious groups. She frequently speaks on financial literacy and planning topics at national stages, including events hosted by CNN, the Harvard Club of Boston, New York Life, Nasdaq, and the MDRT (Million Dollar Round Table).    
Her expertise spans health insurance (including Medicare and individual policies), life and annuity products, retirement planning, and strategies for tax-efficient financial growth. Roma also works to empower clients to manage their finances wisely and protect their financial futures with well-structured, personalized solutions.    
Learn more: https://aifsgroupbyroma.com/  
Recent News & Interviews

Roma Pithadiya Discussed Hybrid Approach to Tax-Free Retirement https://authoritypresswire.com/roma-pithadiya-president-ceo-affordable-insurance-financial-services-on-the-influential-entrepreneurs-podcast-discussing-hybrid-approach-to-tax-free-retirement/
Roma Pithadiya Discussed IRS and Insurance https://authoritypresswire.com/roma-pithadiya-president-and-ceo-of-affordable-insurance-and-financial-services-interviewed-on-the-influential-entrepreneurs-podcast-discussing-irs-and-insurance/
Roma Pithadiya Discussed Effective Retirement Planning https://authoritypresswire.com/roma-pithadiya-president-ceo-affordable-insurance-financial-services-interviewed-on-the-influential-entrepreneurs-podcast-discussing-effective-retirement-planning/

 
 
Roma Pithadiya is not an attorney or CPA. Affordable Insurance and Financial Services does not provide legal or tax advice. Any discussion of financial strategies is general in nature and not a recommendation. Insurance and financial products involve risk and may not be suitable for all individuals. Licensing and availability vary by state. 
 
 
 
 
 

Roma Pithadiya, President & CEO Affordable Insurance & Financial Services Interviewed on the Influential Entrepreneurs Podcast Discussing Effective Retirement Planning

Roma Pithadiya discusses overcoming effective retirement planning 
Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/roma-pithadiya-president-and-ceo-of-affordable-insurance-and-financial-services-discussing-effective-retirement-planning/
Roma Pithadiya to discuss overcoming barriers to effective retirement planning. Roma shared invaluable insights and strategies tailored for busy professionals to help them allocate time and resources effectively for retirement planning 
Retirement planning is often viewed as a daunting task, one that many individuals procrastinate on, thinking they will tackle it “someday.” However, the complexities and barriers surrounding effective retirement planning can lead to missed opportunities and financial insecurity in the future. In a recent podcast episode featuring Roma Pithadiya, president and CEO of Affordable Insurance and Financial Services, several strategies were discussed that can help busy professionals overcome these barriers. The key takeaways from this discussion can be summarized in four actionable strategies: schedule, automate, educate, and delegate. 
The first step in effective retirement planning is to schedule dedicated time for it, just as one would for a crucial business meeting. Busy professionals often struggle to find the time to focus on their financial future, but establishing a routine can make the process more manageable. Pithadiya recommends setting up a “money appointment” — a 30-minute monthly meeting specifically for retirement planning. By treating these appointments with the same importance as a board meeting, individuals can create a consistent rhythm for reviewing and adjusting their financial plans. This structured approach alleviates the overwhelming feeling that often accompanies retirement planning, allowing for focused discussions and strategic decision-making. 
Once a schedule is in place, the next step is to automate contributions to retirement accounts. Automation removes the need for constant attention and ensures that savings happen consistently. By setting up automatic transfers from checking accounts to retirement savings vehicles, individuals can build their nest egg without the emotional burden of manual contributions. This strategy not only simplifies the saving process but also helps individuals take advantage of compound interest over time. In today’s digital age, utilizing online tools and apps for managing finances can further enhance this automation, making it easier to track progress and stay on course. 
Lack of knowledge is a significant barrier to effective retirement planning. Many individuals feel overwhelmed by financial jargon or uncertain about the best strategies to adopt. Education is crucial in transforming confusion into confidence. Pithadiya emphasizes the importance of seeking out educational resources, such as workshops, webinars, and informative articles. Engaging with financial advisors who can explain concepts clearly is also beneficial. By asking questions early in the planning process and seeking guidance, individuals can make informed decisions that align with their financial goals.  
Finally, delegating tasks related to retirement planning can significantly lighten the load for busy professionals. Many individuals feel overwhelmed by the sheer volume of paperwork and research required for effective planning. By working with a trusted financial advisor, individuals can delegate responsibilities such as monitoring investments, completing paperwork, and conducting research. This partnership allows individuals to focus on their strengths while leveraging the expertise of professionals who understand their unique financial situations. Just as one would consult a primary care physician for health concerns, engaging with a knowledgeable financial advisor can provide tailored advice and strategies that align with personal financial goals. 
 
Roma explained: “Business professionals often struggle with the time, but a few simple habits make plan manageable. Like a scheduling, money appointment, just like a business meeting. 30 minute monthly meeting is good enough.” 
 
In conclusion, overcoming the barriers to effective retirement planning is achievable through a strategic approach that incorporates scheduling, automation, education, and delegation. By prioritizing dedicated time for financial discussions, automating savings, seeking knowledge, and collaborating with professionals, individuals can transform retirement planning from a daunting task into a manageable and empowering process. As Roma aptly points out, consistent small actions can lead to significant outcomes in securing a comfortable and financially stable retirement. By adopting these strategies, busy professionals can take charge of their financial futures and navigate the complexities of retirement planning with confidence. 
Video Link: https://www.youtube.com/embed/lFy4INey7bg 
About Roma Pithadiya 
Roma Pithadiya is the President and Chief Executive Officer of Affordable Insurance and Financial Services (AIFS), a financial services and insurance advisory firm based in the Dallas–Fort Worth area of Texas. She is a seasoned financial professional and entrepreneur with extensive experience in insurance, financial planning, and wealth protection.    
Roma immigrated to the United States with limited resources and has built her career from the ground up, becoming a respected advisor to individuals, families, and small businesses in matters of health insurance, life insurance, auto and home protection, and long-term financial planning. She has been active in the financial services industry for well over a decade and is known for her deep commitment to client education and advocacy.    
She is also recognized as a Million Dollar Immigrant, a title reflecting her journey from starting penniless in the U.S. to achieving significant success in the insurance and financial advisory business.    
In addition to her executive role, Roma engages heavily in community service: she is active with the Lions Club, participates in senior citizen organizations, and serves on committees for cultural and religious groups. She frequently speaks on financial literacy and planning topics at national stages, including events hosted by CNN, the Harvard Club of Boston, New York Life, Nasdaq, and the MDRT (Million Dollar Round Table).    
Her expertise spans health insurance (including Medicare and individual policies), life and annuity products, retirement planning, and strategies for tax-efficient financial growth. Roma also works to empower clients to manage their finances wisely and protect their financial futures with well-structured, personalized solutions.    
Learn more: https://aifsgroupbyroma.com/  
 
Recent News & Interviews

Roma Pithadiya Discussed Hybrid Approach to Tax-Free Retirement https://authoritypresswire.com/roma-pithadiya-president-ceo-affordable-insurance-financial-services-on-the-influential-entrepreneurs-podcast-discussing-hybrid-approach-to-tax-free-retirement/
Roma Pithadiya Discussed IRS and Insurance https://authoritypresswire.com/roma-pithadiya-president-and-ceo-of-affordable-insurance-and-financial-services-interviewed-on-the-influential-entrepreneurs-podcast-discussing-irs-and-insurance/

 
 
Roma Pithadiya is not an attorney or CPA. Affordable Insurance and Financial Services does not provide legal or tax advice. Any discussion of financial strategies is general in nature and not a recommendation. Insurance and financial products involve risk and may not be suitable for all individuals. Licensing and availability vary by state. 
 
 
 
 

1 2 3 … 472
Page 1 of 472