The Traphagen Planner

Our Blog about Investing, Accounting, Estate Planning, and Everything in between!

  • 10/20/2017
    Halloween can be frightening if you’re my dog who doesn’t like the scary floating ghost that my neighbors put out, or if you have a pumpkin spice phobia. However, as Wealth Advisors, some mistakes are even more terrifying! Keep reading for the top 5...
  • 07/06/2016
    Technology Tip: I was recently asked to author an article for the NJ State Society of CPAs on workflow systems.  Workflow is a series of activities between departments necessary to complete desired tasks. In the accounting industry, tax laws and...
  • 06/07/2016
    Technology Tip: I just came back from participating at the AICPA IMTA executive board meetings and one of the main topics discussed was cyber-attacks and how phishing emails are on the rise.  You should never reply, open and/or click on a link in an...