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        1. Tug of War: Handling the Challenge of Competing Financial Goals
          Let's walk through three steps to help you handle the challenge of competing financial goals.
        2. Leveraging the Tax Code to Minimize Your Tax Liabilities
          As we head toward March, one of most dreaded times of the year approaches: tax season.
        3. Benefits and Uses of Virtual Credit Cards for Businesses
          Virtual Credit Cards for Businesses: Benefits and Uses In the digital age, businesses continuously seek innovative solutions to streamline operations,
        4. Small businesses can save $100,000 per employee by offering 401(k) benefits
          If you're a small business owner, it may feel next to impossible to offer your employees retirement benefits. But doing so may secure their financial
        5. Solo 401(k) vs. SEP: Which is Best for Biz Owners?
          Small business owners have several options to choose from when it comes to retirement planning. Traditional or Roth IRAs can provide a good start to saving for retirement, but successful business owners often need a plan that allows them to defer much larger amounts on an annual basis. SEP-IRAs were introduced as a way
        6. Want To Reopen Your Company? Read This First
          As businesses around the country once again open their doors, many leaders, employees, customers, and communities are asking themselves the same question: How can we reopen safely and successfully? First, it should go without saying: Businesses should only reopen if they can enact safety measures such as socially-dista
        7. Six Myths Surrounding The 2021 Employee Retention Tax Credit
          Businesses around the country have been slow to evaluate, or quick to assume they are ineligible for, the 2021 Employee Retention Credit (“ERC”). The result: a significant amount of cash is still being paid to the Federal government when it could remain with companies that need it. In 2021 the maximum amount of ERC is
        8. 6 Financial Tips For Surviving COVID-19
          As of April 23, 2020, NBC News reports 26 million Americans have already lost their jobs due to the pandemic. Despite this economic crisis, Dr. Anthony Fauci stressed that it is far too early to let up on social distancing. For many Americans, this means a broken budget. To prevent this short-term crisis from turning i
        9. The Psychology of Spending in Retirement: Why You Might Hoard Instead of Enjoy
          Why is it so hard to enjoy the money you’ve saved for decades?
        10. Can corporate well-being programs really help employees get healthy and reduce health care expenses?
          We've all heard the adage, "No two snowflakes are alike." This rings true even for well-being programs and is a critical factor to consider when deciding what type of program is right for your employees. Every person is on a different journey to better health and well-being, and this is why generalized and oversimplifi