Tidwell & Associates, LLP - CPAs

06/19/2026

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

Learn more about women taking control of their finances with this infographic.

06/17/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

06/15/2026

Sector investing may present an opportunity — if you do your homework.

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

06/12/2026

Do global and international mutual funds complement or conflict with each other?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

06/10/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

06/08/2026

When Should You Claim Social Security? Let's Map Your Strategy

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

06/05/2026

When was the last time you looked at the content of your portfolio? Steps to consider here.

Time and market performance may subtly and slowly imbalance your portfolio.

06/03/2026

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how contributions and time work together.

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

06/01/2026

Do you know how to make a social impact with your investments? Read more now.

Learn about the rise of Impact Investing and how it may benefit you.

05/29/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.