Angela Alvig, CPA

image

image

Make a Plan for Aging, The Way You Want To

Pubished in April 20205 minute readInsights from Brent

This topic has always been important, but current events have all of us thinking more about our health, and we also have all heard stories about families who thought they had a plan, and as things have shut down, it may not have worked out so well, or as planned.

Read more →
image

Organize Your Finances, Optimize Your Life

Pubished March 20205 minute readInsights from Angela

We know you’ve been wanting to get your finances organized, but everyone’s schedule is way too busy – where to find the time? Well, be careful what you wish for!

Read more →
image

Do you need a Personal CFO?

Published Februrary 20205 minute readInsights from Angela

When organizations get complicated, crucial top-level tasks are too much for one person, so a CEO, CFO, and COO often collaborate.

In some families, this teamwork is necessary too, to keep personal finances running smoothly....

Read more →
image

What is a Personal CFO?

Published January 20205 minute readInsights from Angela

Imagine having a trusted advisor who is intimately familiar with your financial situation, your values and your priorities. She’s got her eye on the big picture AND the details. She’s uniquely suited to filtering and integrating all the valuable input from your professional advisors, and telling you with confidence: “Here’s what this means to you.”

Read more →
image

8 Tips for People Experiencing Life Transitions

Published December 20195 minute readInsights from Angela

Transitions are tough under any circumstances. Whether it’s a divorce or the death of a spouse, child or parent, it’s normal to feel unmoored and unhappy for a while as you grieve your old life and adjust to your new reality.....

Read more →
image

Helping Your Aging Parents Part 2: Downsizing

Published November 20195 minute readInsights from Angela

Downsizing is a phase of life that eventually arrives for most of us.

You might witness your parents facing the downsizing phase as they prepare to move into a smaller home. Even if they have no such plans yet, a little preemptive downsizing will make future transitions easier for everyone, so you may want to help them dive into the project sooner rather than later.

Read more →
image

Role Reversal with Aging Parents: Part 1 - Getting Their Finances In Order Without Losing Your Sanity

Published October 20195 minute readInsights from Angela

Remember your easy days of childhood? Your parents drove you to appointments, fed you, reminded you to do your homework, made phone calls on your behalf, signed you up for classes, encouraged you to pursue hobbies and join clubs......

Read more →