We are a community of financial professionals on a mission to deliver the best financial education a
10/31/2024
I'm Rita Lakes, a highly educated accounting professional with a background in business tax & accounting. But here's the twist—while I knew the numbers, personal finance was a different story. Financial education changed my life, and now I'm passionate about helping others gain financial confidence! Let's chat about how I can help you secure a brighter, more informed financial future. 💼📈 "
10/31/2024
Guiding Financial Transformation from Professional Expertise to Personal Empowerment
10/28/2024
Life insurance can be a strategic tool, especially when planning for long-term financial stability. Would you like help with specific comparisons, or are you working with any particular life insurance companies already? Let me know if you’d like further assistance with quotes or understanding the illustrations.
10/28/2024
When it Come to Your Care, Why Settle for Less? Servicing your long-term care needs at a concierge level.
What Sets Me Apart
Educational Approach: My commitment to financial literacy drives me to help clients understand each part of their financial plan, empowering them to make informed choices with confidence.
Resilient Planning for Peace of Mind: I focus on strategies that provide both growth potential and security, protecting clients’ assets while ensuring their plans adapt to changes over time.
Tax and Accounting Integration: My background in tax and accounting allows me to deliver fully integrated financial advice that minimizes tax impacts and maximizes overall efficiency, providing clients with a uniquely comprehensive approach to retirement planning.
10/24/2024
A financial professional can provide an objective perspective, helping you make decisions based on facts and long-term strategies rather than short-term emotions.
10/14/2024
The cycle suggests that many people work hard primarily to pay for expenses like mortgages, bills, and loans, without ever achieving financial freedom or personal satisfaction.The rat race cycle can trap people for decades, but financial literacy and smarter money habits can help them break free.
10/09/2024
Balancing both retirement and education savings without sacrificing one
IS YOUR MINDSET LIMITING YOUR BLESSINGS? THINK BIG, RECEIVE BIGGER!
Want a Great Life? Choose to Be Positive
Your attitude is a habit. Most people have a bad habit of believing they cant do anything; of talking down to themselves, and of living a life of quiet defeat. They think, talk, and act as if it is impossible for them to succeed.
Remind yourself of this truth:
Watch your thought, for they become words.
Watch your words, for they become actions.
Watch your actions, for they become habits.
Watch you habits, for they become character.
Watch your character, for it becomes your destiny.
Living the life of your dreams starts with getting into a habit of being positive in how you think, talk, and act. Thats it!
https://hjplakesacct.com/newsletter/a-late-summer-tax-checkup-helps-prevent-irs-surprises/
09/28/2024
09/23/2024
I’m happy to share that I’ve obtained a new certification: Registered Social Security Analyst (RSSA) from RSSA!
Purita Lakes - RSSA Experienced and versatile financial professional with over 20 years of expertise in Social Security analysis, long-term care planning, financial education, comprehensive financial planning, and tax consulting. Adept at developing holistic financial strategies that incorporate tax optimization and be...