---
title: | Financial Planning
description: Financial Planning | Chandler & Knowles CPAs is dedicated to serving our clients with an integrated approach to financial success for businesses, families and individuals.
---

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          - [Dallas, TX](https://www.chandlerknowlescpa.com/areas-served/dallas-tx/)
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- [Contact](https://www.chandlerknowlescpa.com/contact-us/)

# Financial Planning Insights

## [How to Perform a Mid-Year Financial Checkup](https://blog.chandlerknowlescpa.com/how-to-perform-a-mid-year-financial-checkup)

By [The Chandler & Knowles Team](https://blog.chandlerknowlescpa.com/author/the-chandler-knowles-team)  |  June 11, 2021  | [0](https://blog.chandlerknowlescpa.com/how-to-perform-a-mid-year-financial-checkup#comments-listing)

[![](https://blog.chandlerknowlescpa.com/hubfs/Inline%20Blog%20Images%20-%202021-06-03T103900.857.png)](https://blog.chandlerknowlescpa.com/how-to-perform-a-mid-year-financial-checkup)

We all know goals are vital in both [business](https://www.chandlerknowlescpa.com/industries/small-business/) and personal life. Most of us make financial plans with certain goals in mind. We usually use the annual period as a guide to how we're doing. But a mid-year financial checkup is a great tool to catch problems early. Also, it is a great time to make any spending or budget changes that could benefit you.

[Read More](https://blog.chandlerknowlescpa.com/how-to-perform-a-mid-year-financial-checkup)

## [Five Financial Planning Tips for Young Adults](https://blog.chandlerknowlescpa.com/financial-planning-young-adults)

By [The Chandler & Knowles Team](https://blog.chandlerknowlescpa.com/author/the-chandler-knowles-team)  |  May 05, 2021  | [0](https://blog.chandlerknowlescpa.com/financial-planning-young-adults#comments-listing)

[![](https://blog.chandlerknowlescpa.com/hubfs/Imported_Blog_Media/Young-adults-financial-planning-300x200.jpg)](https://blog.chandlerknowlescpa.com/financial-planning-young-adults)

While you might not feel like early adulthood is a time to worry about [financial planning](https://www.chandlerknowlescpa.com/services/financial-planning/), there are plenty of building blocks that can actually be put into place early on. It can be hard to think about future planning when it comes to finances, but there are simple habits and tips that can help shape your spending and financial goals for years to..

[Read More](https://blog.chandlerknowlescpa.com/financial-planning-young-adults)

## [Financial Planning Tips for Physicians](https://blog.chandlerknowlescpa.com/financial-planning-tips-for-physicians)

By [Chandler and Knowles](https://blog.chandlerknowlescpa.com/author/chandler-and-knowles)  |  May 05, 2021  | [0](https://blog.chandlerknowlescpa.com/financial-planning-tips-for-physicians#comments-listing)

[![financial planning tips for physicians](https://blog.chandlerknowlescpa.com/hubfs/Imported_Blog_Media/financial-planning-doctors-300x200.jpg)](https://blog.chandlerknowlescpa.com/financial-planning-tips-for-physicians)

As a physician, you’ve dedicated your life to taking care of other people. It's time to start taking care of yourself and building a strong [financial plan](https://www.chandlerknowlescpa.com/services/financial-planning/) for your future. For physicians, balancing paying back school debts, saving for retirement, and managing a practice can take away from what's important—providing great service to your patients...

[Read More](https://blog.chandlerknowlescpa.com/financial-planning-tips-for-physicians)

## [Tips to Finding the Right Financial Planner For You](https://blog.chandlerknowlescpa.com/finding-the-right-financial-planner)

By [The Chandler & Knowles Team](https://blog.chandlerknowlescpa.com/author/the-chandler-knowles-team)  |  May 05, 2021  | [0](https://blog.chandlerknowlescpa.com/finding-the-right-financial-planner#comments-listing)

[![financial planner ](https://blog.chandlerknowlescpa.com/hubfs/Imported_Blog_Media/dreamstime_xl_28770640-300x190.jpg)](https://blog.chandlerknowlescpa.com/finding-the-right-financial-planner)

[Financial planning](https://www.chandlerknowlescpa.com/services/financial-planning/) is so important so that you can live comfortably now and in the future when you want to retire. You also want to invest wisely so that your money will continue to grow. A financial advisor is great when it comes to organizing your finances, putting you on a budget, and helping you to plan for the future. However, it can be hard..

[Read More](https://blog.chandlerknowlescpa.com/finding-the-right-financial-planner)

## [Financial Planning in your 40s](https://blog.chandlerknowlescpa.com/financial-planning-in-your-forties)

By [The Chandler & Knowles Team](https://blog.chandlerknowlescpa.com/author/the-chandler-knowles-team)  |  May 05, 2021  | [0](https://blog.chandlerknowlescpa.com/financial-planning-in-your-forties#comments-listing)

[![financial planning in your forties](https://blog.chandlerknowlescpa.com/hubfs/Imported_Blog_Media/financial-planning-in-40s-300x265.jpg)](https://blog.chandlerknowlescpa.com/financial-planning-in-your-forties)

Although it may seem a bit early to think about retirement, people in their forties should already have a plan in place. But don't let that discourage you if you don't—there is still time to build wealth in your 40s. Social security benefits are not enough to support you, so formulating a plan early will save you from working longer than you want...

[Read More](https://blog.chandlerknowlescpa.com/financial-planning-in-your-forties)

## [Financial Planning for College](https://blog.chandlerknowlescpa.com/financial-planning-for-college)

By [The Chandler & Knowles Team](https://blog.chandlerknowlescpa.com/author/the-chandler-knowles-team)  |  December 26, 2020  | [0](https://blog.chandlerknowlescpa.com/financial-planning-for-college#comments-listing)

[![financial planning for college ](https://blog.chandlerknowlescpa.com/hubfs/Imported_Blog_Media/college-financial-planning-22-300x200.jpg)](https://blog.chandlerknowlescpa.com/financial-planning-for-college)

Most parents want more for their children than they had. This includes a good college education. However, as the cost of a college education continues to rise, it becomes more out of reach. For this reason, it is important to plan and save for college so that you can afford to help your children reach their goals. [Planning financially for college](https://www.chandlerknowlescpa.com/services/financial-planning/)..

[Read More](https://blog.chandlerknowlescpa.com/financial-planning-for-college)

## [Tips to Preserve Your Wealth During COVID-19](https://blog.chandlerknowlescpa.com/tips-preserve-wealth-during-covid-19)

By [The Chandler & Knowles Team](https://blog.chandlerknowlescpa.com/author/the-chandler-knowles-team)  |  September 29, 2020  | [0](https://blog.chandlerknowlescpa.com/tips-preserve-wealth-during-covid-19#comments-listing)

[![](https://blog.chandlerknowlescpa.com/hubfs/Inline%20Blog%20Images%20(33)-1.png)](https://blog.chandlerknowlescpa.com/tips-preserve-wealth-during-covid-19)

[COVID-19](https://lp.chandlerknowlescpa.com/covid-19-resource-hub) has changed the way we live and work. For most people, our lives have gotten more 

[Read More](https://blog.chandlerknowlescpa.com/tips-preserve-wealth-during-covid-19)

## [How a CPA Can Help You Recover From Financial Loss From COVID-19](https://blog.chandlerknowlescpa.com/cpa-can-help-recover-from-financial-loss-covid-19)

By [The Chandler & Knowles Team](https://blog.chandlerknowlescpa.com/author/the-chandler-knowles-team)  |  August 31, 2020  | [0](https://blog.chandlerknowlescpa.com/cpa-can-help-recover-from-financial-loss-covid-19#comments-listing)

[![financial loss covid-19](https://blog.chandlerknowlescpa.com/hubfs/Inline%20Blog%20Images%20(8).png)](https://blog.chandlerknowlescpa.com/cpa-can-help-recover-from-financial-loss-covid-19)

[COVID-19](https://lp.chandlerknowlescpa.com/covid-19-resource-hub) has negatively impacted most people. There are very few of us who can say their financial situation has improved in the face of this pandemic. Whether it is a loss of a job, stock market investments, or the loss of a loved one, we are all feeling it in one way or another. So we are all asking the question of how to recover from financial..

[Read More](https://blog.chandlerknowlescpa.com/cpa-can-help-recover-from-financial-loss-covid-19)

## [Financial Planning After COVID-19](https://blog.chandlerknowlescpa.com/financial-planning-after-covid-19)

By [The Chandler & Knowles Team](https://blog.chandlerknowlescpa.com/author/the-chandler-knowles-team)  |  July 15, 2020  | [0](https://blog.chandlerknowlescpa.com/financial-planning-after-covid-19#comments-listing)

[![Financial Planning](https://blog.chandlerknowlescpa.com/hubfs/Featured%20Images%20(8).png)](https://blog.chandlerknowlescpa.com/financial-planning-after-covid-19)

If there is one thing we can all agree on, it is that the recent [COVID-19](https://lp.chandlerknowlescpa.com/covid-19-resource-hub) crisis has affected our economy. There are thousands of unemployed people, many of them unable to get unemployment compensation. Although companies are starting to open back up, the financial impact continues. It is essential that businesses and individuals have a viable..

[Read More](https://blog.chandlerknowlescpa.com/financial-planning-after-covid-19)

## [How to Make Sense of Your Finances as a Young Adult](https://blog.chandlerknowlescpa.com/how-to-make-sense-of-your-finances-as-a-young-adult)

By [The Chandler & Knowles Team](https://blog.chandlerknowlescpa.com/author/the-chandler-knowles-team)  |  February 14, 2020  | [0](https://blog.chandlerknowlescpa.com/how-to-make-sense-of-your-finances-as-a-young-adult#comments-listing)

[![](https://blog.chandlerknowlescpa.com/hubfs/Picture1.png)](https://blog.chandlerknowlescpa.com/how-to-make-sense-of-your-finances-as-a-young-adult)

Confused by finances? Unsure about insurance? You’re not alone, especially if you’re breaking out for the first time on your own! After all, if [financial planning](https://www.chandlerknowlescpa.com/services/financial-planning/) weren’t so complex, there would be no need for financial experts and economists. Thankfully, you don’t need a degree in finance to protect your wallet and make smarter choices with your..

[Read More](https://blog.chandlerknowlescpa.com/how-to-make-sense-of-your-finances-as-a-young-adult)

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Chandler & Knowles CPAs  
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(817) 369-3681  
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