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Why SSG? What’s a Custodian, anyway?

What’s a custodian? That’s the Fort Knox for your money. They safeguard it, they do reports (including tax reporting), and they’re who you write the checks out to. They provide some sort of software for you to access your account, too. For many years I worked with clients who had […]

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Seeking Seasonal Tax Assistant

Are you interested in working for Tea & Taxes during a tax season? Every year we hire at least one, and sometimes two seasonal tax assistants. Duties include: Secretarial work: Answering phones, taking messages Fielding emails Scanning and filing Data entry into tax software Office supply upkeep Scheduling Client reception […]


Subscribe to the Thanksgiving Family Money Letter

We only do one mailing a year if you aren’t already a client, so this is a pretty low-traffic list to be on! Subscribe to our mailing list * indicates required Email Address * First Name Last Name


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In case of death…

Ever wonder what happens to you, as a client, when your financial advisor dies? Even though I am barely 50 as I write this, I actually have given this a lot of thought. Here are the things I’ve done to make sure my clients are taken care of in case […]


Did you know that I am more than just a CPA doing a tax prep service?

April 25, 2016 As a Certified Financial Planner™professional, and as someone registered in Massachusetts as an Investment Advisor, I work as a fiduciary comprehensive financial planner for a group of clients who have me on an annual flat-fee retainer as their “financial concierge”. This service includes: retirement planning, estate planning, […]

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Legal disclosures

Important Consumer Information All written content on this site is for informational purposes, only. Opinions expressed herein are solely those of Wendy Marsden, CPA, CFP®, either acting as Firm Principal for Tea & Taxes Company or doing business as ProsperiTea Planning. Material presented is believed to be from reliable sources and no representation […]


Thanksgiving Family Money Letter – 2015

  Happy Thanksgiving! The biggest payoff comes from being good at things that are absolutely under our control. That’s the lesson I’ve learned studying economics, finance, and investment theory. That includes saving for goals, being a judicious consumer, and maintaining your relationships, your health, and your emotional wellness. One of […]

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The retainer-based financial planning model

A fee-only fiduciary certified financial planner is someone who is a financial professional. “Fiduciary” means “putting your interests ahead of my own. Not equal to, but ahead. I have to act as a trustworthy agent for you. It’s the professional standard that you should insist on, but most people never even realize […]


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Thanksgiving Family Money Letter – 2013

2013 Year-End Tax Planning and Financial Wellness 2013 Thanksgiving Family Money letter   PublicFriendsFriends except AcquaintancesOnly MeCustomClose FriendsFamilySee all lists…Greenfield, Massachusetts AreaClientsLJKids’ FriendsTea & TaxesLimited ProfileNorth Country Union High SchoolTea & Taxes CompanyJust MeFamilySchooldaysPEOMHC ClubHamMount Holyoke CollegeUniversity of Massachusetts AmherstAcquaintancesGo Back November 27, 2013     Welcome to my annual […]