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  • My Story
  • Work With Thomas
    • Real Estate Accounting & Tax Solutions
  • Resources
    • Tax Smart REI Newsletter
    • Tax Smart REI Podcast
    • Real Talk Newsletter
    • Blog
  • Let’s Connect
    • Miami Networking Events
    • Invite Thomas to Speak
    • Accounting & Tax Careers
    • General Inquiries

Monthly Archives: March 2024

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Mastering Risk Management: The Unexpected Lesson from Becoming a CFP®

Investing, Personal Development, Personal FinanceBy Thomas CastelliMarch 31, 2024

While most assume that the journey to becoming a Certified Financial Planner (CFP) revolves around mastering investing, tax strategies, and estate planning, there lies an unexpected gem: the art of risk management. This blog delves into how this lesson reshapes perspectives, enabling better decision-making.

Embracing Integrity as a Core Value Both Personally and Professionally

Personal DevelopmentBy Thomas CastelliMarch 23, 2024

Integrity isn’t just a buzzword—it’s a guiding principle in both our personal lives and the organizations we choose to align with. This blog explores the profound impact of making integrity a cornerstone of our actions and decisions.

Introducing FIRN: Financial Independence, Retire Never

Personal Development, Personal FinanceBy Thomas CastelliMarch 17, 2024

FIRN challenges the traditional FIRE approach, advocating for a life where financial freedom supports pursuing your life’s mission without the need for retirement.

Maximizing Wealth: Finding The Right Game to Build Substantial Wealth

Investing, Personal FinanceBy Thomas CastelliMarch 10, 2024

Exploring the transformative realization that financial success isn’t just about a higher salary but aligning your efforts with strategies like private equity to build real wealth.

Thomas Castelli
Certified Public Accountant | Investor

The contents of this website do not constitute as tax, legal, or financial advice. Nor an offer to sell securities.

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