CFP News – Paul Costello, CPA

By madwire | February 16, 2019

Costello Financial Planning is excited to share the news that Paul has officially become a licensed CPA.  Paul decided to pursue this designation in order to become more of an expert in the accounting fields, especially tax preparation, tax planning, and business law.  Costello Financial Planning is especially happy to supplement Rob’s Certified Financial Planner designation…

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Happy Halloween

By madwire | November 1, 2018

The Dad Tax or Mom Tax noun The act of protecting your children by inspecting their candy and taking a third for your troubles. Have a safe and Happy Halloween!

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Fiduciary or Advisor: One, the Other, or Both

By madwire | July 21, 2018

Starting off … After I graduated from the University of Illinois at Urbana-Champaign with a Master’s degree in Accounting, I began my career at the Chicago Mercantile Exchange. During that time, I was approached by a number of financial advisors from large asset management companies who wanted to offer me assistance in retirement planning. Although…

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