Resources
24Feb 2017

Thomas M. Geier, CPA, CFP®, PFS Each year, the Internal Revenue Service (IRS) issues a list of the “Dirty Dozen” tax scams to raise the awareness of the taxpaying public, and hopefully, help them avoid falling prey to any such scam. Last year’s number one, identity theft, has been replaced with phishing. What Is Phishing? […]

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23Jan 2017

Written by Thomas M. Geier, CPA, CFP®, PFS Back in April of last year, the musician, Prince, passed away. His untimely death resulted in great speculation as to what would happen to his estimated $250 million estate. This was especially true once his only full sibling, Tyka Nelson, filed documents in court stating that Prince […]

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22Dec 2016

Thomas M. Geier, CPA, CFP®, PFS If you have not already done so, now is a great time of the year to review your current company 401k plan elections. Although most employer plans now allow changes to elections and contributions at any time, year end seems like an ideal opportunity to evaluate and plan for […]

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28Nov 2016

Thomas M. Geier, CPA, CFP®, PFS As Certified Financial Planners (CFPs ®), we, at Geier Asset Management, know that one of the key components of a sound financial future is the analysis and evaluation of risk exposures for our clients. We accomplish this for investment portfolios through a discussion of clients’ long term goals and […]

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