What You Need To Know About Personal Finance

Money may not be a popular topic to discuss socially, but it’s something people think about constantly.

Studies show that 76% of the country feels it’s the top issue that is out of control in their lives. Almost 80% of the country is living paycheck to paycheck, including 30% of those who make more than $100,000.

Financial planning is often considered something only millionaires need or can afford. In reality, though, those who make much less have a tremendous need for planning, since they can’t afford to make a financial mistake.

About cozbycpa

Heather L. Cozby is a CPA on the South Shore and Cape Cod. The managing partner of Cozby & Company, LLC, Heather has the resources and experience necessary to provide quality professional services on a timely basis and at a reasonable cost. She specializes in tax planning & preparation; audit, review & compilation services; management advisory services; bookkeeping; and accounting. Her unique niche is in working with homeowners’ associations and condominium trusts, advising with rental real estate, and providing outsourced financial consulting for mid-sized companies. She is more entrepreneurial than most accountants, and offers the best of both worlds - providing the services of a larger firm while retaining the ability to connect with her clients on a personal level.
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One Response to What You Need To Know About Personal Finance

  1. dkmathstats says:

    I do agree with the last paragraph of those with less money should plan and manage money carefully. Also, those with money should plan and manage money as well. Regardless of the income someone makes, mismanaged funds can lead to drastic losses. If the monies and losses are not tracked then it could lead to large debt.

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