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Friday, January 6, 2023

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key...

Wednesday, January 4, 2023

Change may be difficult, especially when you try to change your financial habits. The process might be easier if you take an incremental approach. Do you want to get on top of your finances this year? Are you looking for ways to...

Wednesday, December 28, 2022

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key...

Tuesday, December 27, 2022

The financial decisions you make between now and the end of the year can significantly impact how much taxes you will have to pay once tax day arrives. If you take action by December 31st, you can reduce your tax burden and keep more...

Thursday, December 15, 2022

Any small-business owner could attest that everyone needs a break sometimes. And the holiday season may provide an opportunity to take a few days (or longer) for yourself—whether traveling, spending time with the family, or...

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Friday, December 9, 2022

The past two years presented many small-business owners with unprecedented challenges. This year’s tax planning preparations include necessary measures for small-business owners to satisfy existing, new and modified tax laws that...

Thursday, December 1, 2022

Take an organized approach to holiday shopping and actually enjoy it If advertisements and commercials are beginning to feature scenes of happy families, clad in brightly colored sweaters, gathered by a fire, surrounded by...

Monday, November 28, 2022

Tax planning can be more advantageous when done during the year and well in advance of year’s end. Opportunities may exist for you to minimize tax liability, which could leave more income for you and/or your family...

Monday, November 28, 2022

Giving Tuesday is a day to extend the goodwill that the holiday season may bring to help others. With so many in need, the holiday season is a reminder to help those less fortunate. Whether you want to donate your time or contribute...

Thursday, October 13, 2022

In 2021, women-led companies only received 2% of all venture capital funding, a figure considered the lowest percentage in more than five years.1  Data shows this figure does not necessarily reflect the potential success of...

Thursday, October 13, 2022

If you are self-employed or own a small business and you haven't established a retirement savings plan, what are you waiting for? A retirement plan can help you and your employees save for the future.Tax advantagesA retirement plan can...

Thursday, October 13, 2022

Just as your health changes over time, markets change even fasterEver hear the phrase, “your financial health?” A good way to appreciate planning your financial future is to see it as akin to maintaining your physical...

Tuesday, October 4, 2022

High Net-Worth executives and those that have been self-employed, can experience common problems in their financial planning journey. Often, they have missed opportunities in their financial planning because they haven’t planned...

Monday, September 26, 2022

The more money that you can save when you are working, the easier it should be for you to retire and enjoy your golden years. Unfortunately, Social Security may no longer provide a sufficient income to live on during retirement. To...

Friday, September 9, 2022

Your need for life insurance changes as your life changes. When you're young, you typically have less need for life insurance, but that changes as you take on more responsibility and your family grows. Then, as your responsibilities...

Tuesday, September 6, 2022

If you're like most people, you bought life insurance to provide for your loved ones in the event of your death. But because you're self-employed, you may have an even greater need for life insurance: You'll want to protect your family...

Friday, August 19, 2022

 All investing involves risk, including the possible loss of principal, and there can be no guarantee that any investing strategy will be successful.Dollar-cost averaging does not ensure a profit or prevent a loss. Such plans...

Tuesday, August 16, 2022

As a small-business owner, you may be looking for the next big thing—an investment that might double your profits within the next year or allow you to maintain your income while working just a few hours a week. However, business...

Thursday, August 4, 2022

 All investing involves risk, including the possible loss of principal, and there can be no assurance that any investment strategy will be successful. And asset allocation and diversification alone cannot guarantee a profit or...

Thursday, August 4, 2022

If you own a business and want to diversify your assets by investing in stocks, today’s online brokerages make trading fairly easy. However, stock investing is risky, especially in a volatile market. Here are four key...