Blog

Stage 1 of Your Financial Life: Young Adulthood

By FirstWave Financial

Your financial journey begins!

You have a great job in your chosen field and are getting used to the regular paychecks that are part of the rhythm of your work life. You notice that you are...

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Five Stages of Your Financial Life

By FirstWave Financial  

We have been known to say that all financial strategies can be appropriate, but the right strategy for YOU depends on your context. For example, if you can tolerate the sometimes wild fluctuations of the stock...

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Celebrating 25 Years of Client Financial Advocacy

Advocate (noun) – a person who works and argues in support of another’s cause

November 6th, 1995, 25 years ago, Tom Kirk turned the business of giving investment advice upside down when he founded CPA Wealth Management Services, now...

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