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Paula's Posts

A middle-aged couple planning for retirement together.

Retirement timeline for tax-saving opportunities, other retirement benefits

Are you stashing away the most money possible in your employer’s retirement plan. Contributing the maximum to your individual retirement account (IRA). What about your Health Savings Account (HSA).
65 days ago
Wealth Advisor – Tax Consultant Paula Bindert meeting with a client about selling their business.

Selling your business? Here’s your guide to a successful transition

So, you’re thinking about selling your business. What is your “why”. Is it to create a financial legacy. To pass along your business to family.
150 days ago
A middle-aged couple discusses their finances at the kitchen counter.

4 tax-smart strategies to enhance your charitable giving

As we enter this season of giving, you’re likely making charitable gifts a top financial priority right now.

Former small business owner, public accountant joins FNB team

“When you’re a small business owner, you quickly learn that there’s no job too big or too small.