Document Retention Guide

Document Retention Guide

Document Retention Guide By Andrew DuPerrieu June 12, 2017   At Blythe CPAs & Advisors, we regularly receive questions from our clients about document retention.  What should I keep?  What should I throw away? Below, we provide a useful guide to help you keep...
Coordinating Your Entire Financial Picture

Coordinating Your Entire Financial Picture

Coordinating Your Entire Financial Picture By Andrew DuPerrieu February 28, 2017   People often view financial advice through a single lens, as investment advice. However, there’s a big difference between simply managing your investment portfolio (one aspect of...