Laurie Peer CPA, CFP, CEPA, CPCC @LPeer

President, RKL Wealth Management, Encourager of Positivity, Courage, and Purpose “life is as easy as we allow it to be” rklwealth.com Pennsylvania, USA Joined May 2009

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Laurie Peer CPA, CFP, CEPA, CPCC @LPeer

2 years ago

@GradyLife Do you respond to customer letters? What is the best way for your loyal customers to get your attention?

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RKL LLP @RKLcpa

3 years ago

Preparation for a business transition requires time, and owners should consider the meaning of their legacy before a sale. RKL Partner Ryan Hurst discusses the importance of planning in the latest RKL Private Wealth Podcast episode. Tune in now: hubs.ly/Q02qlnKx0

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Laurie Peer CPA, CFP, CEPA, CPCC @LPeer

3 years ago

@ramit I’m always tweaking my investments.

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Laurie Peer CPA, CFP, CEPA, CPCC @LPeer

4 years ago

@finance_therapy Crazy. Financial literacy needs to be part of the public school education. Any thoughts on why it’s not yet?

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Laurie Peer CPA, CFP, CEPA, CPCC @LPeer

4 years ago

@morganhousel Still have bath towels from 1988. When you get quality it lasts. Can’t retire them because they still do the job.

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RKL LLP @RKLcpa

4 years ago

There’s a lot of complexity that comes along with significant wealth, so we designed RKL Private Wealth to help individuals & families navigate all of it. Together, we’ll guide you through decisions today to achieve your aspirations tomorrow. Learn more at hubs.ly/Q01r8DHs0

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Laurie Peer CPA, CFP, CEPA, CPCC @LPeer

5 years ago

@AdviserCounsel So glad to be working with you Max!

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RKL LLP @RKLcpa

5 years ago

Successful leaders often find that aligning all the components of their business and personal lives can lead to peace of mind and bigger meaning. Join us for a 5-part look at this journey – up first, we explore common barriers and how to overcome them. hubs.ly/H0TLTGd0

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Laurie Peer CPA, CFP, CEPA, CPCC @LPeer

6 years ago

For 2021: Nurture deeply profound connections. Start with self and family. Zero cost. Priceless value. #nurturingwealth

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Laurie Peer CPA, CFP, CEPA, CPCC @LPeer

6 years ago

@danielcrosby Tell me about how your experience with money and finances have gone so far in your life? All kinds of great stories emerge.

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Laurie Peer CPA, CFP, CEPA, CPCC @LPeer

6 years ago

@balalamba1 @chrissyteigen How can you question?

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Laurie Peer CPA, CFP, CEPA, CPCC @LPeer

6 years ago

@naval People are naturally creative resourceful and whole.

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Laurie Peer CPA, CFP, CEPA, CPCC @LPeer

6 years ago

@orangebook Just a beautiful day!

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Laurie Peer CPA, CFP, CEPA, CPCC @LPeer

6 years ago

@themoneypanel For me, it’s the impact I make that puts value in the amount. When I think that way, money takes on a different power in my life.

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Laurie Peer CPA, CFP, CEPA, CPCC @LPeer

7 years ago

@morganhousel People have accepted that they can’t predict anything and began to enjoy what they’ve got. This already happened.

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Laurie Peer CPA, CFP, CEPA, CPCC @LPeer

7 years ago

@alisoneroman People are a bit bored right now. You don’t have to read it all.

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Laurie Peer CPA, CFP, CEPA, CPCC @LPeer

7 years ago

@kingsandcubs @themoneypanel I think they have so many other concerns right now about the current situation that long term money goals aren’t top of mind.

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Laurie Peer CPA, CFP, CEPA, CPCC @LPeer

7 years ago

@orangebook I can’t decide which blessing is the one I am most grateful for.

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Laurie Peer CPA, CFP, CEPA, CPCC @LPeer

7 years ago

@tattoosandbones @chrissyteigen Yes, and....let’s not focus on who’s done right or who’s done wrong. Let’s focus on what needs to be done. If we start tweets with “yes, and... “, we continue a conversation, make space for everyone.