(386) 734-9441 info@drtcpa.com
  • Facebook
  • Facebook
DRT Financial Advisors
  • Home
  • Meet our Team
  • Accounting Services
  • Financial Planning
  • Investment Services
  • Articles
  • Vlog
Select Page

5 Keys to Getting Your Income Tax Return Faster

by Dreggors, Rigsby & Teal, P.A. | Jan 9, 2017 | Accounting, General

In the financial services world that we live in at Dreggors, Rigsby and Teal, P.A., we ring in New Year’s Day on January 1.  But, as of January 2, it’s tax prep season. Many of our clients are great partners in helping our CPAs and accountants prepare their income tax...

DRT Quarterly Newsletters

by Dreggors, Rigsby & Teal, P.A. | Jul 7, 2015 | General

DRT Q1 2014 newsletter – January 2014 DRT Q3 2014 newsletter – July 2014 DRT Q4 2014 newsletter – October 2014 DRT Q1 2015 newsletter – February 2015

Update your financial records annually

by Dreggors, Rigsby & Teal, P.A. | Jul 7, 2014 | Financial Planning, General

Has it been awhile since you’ve updated the beneficiaries on your estate planning documents? Consider this. An elderly man dies, leaving his estate to his beloved wife of 20 years. But his $200,000 life insurance policy lists his former wife as the beneficiary. Who...

Recent Posts

  • Telethon
  • Investment Fears
  • The Meteorologist – A Recession is Coming (Maybe)
  • Coronavirus Update
  • What if Financial Advisors Were Like Personal Injury Attorneys?

Categories

  • Accounting
  • College Financial Planning
  • Community News
  • Financial Planning
  • General
  • Health Insurance
  • Insurance Services
  • Investment Advisory
  • Retirement Planning
  • Tax Planning
  • Vlogs with Ron Cantlay
  • Facebook
Copyright © 2024-2025 DRT Financial Advisors | Powered by KimberlyCline.com