The Traphagen Planner

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

  • 01/09/2018
    When the time comes for you or an elder relative to choose a continuing care facility, there are many options, and many things to consider – cost, location, type of care, and maybe most importantly, the emotional toll it will take. Deciding to leave...
  • 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...