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2,189 results found
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The Financial Plan: Top 5 Reasons you need a documented, living, accessible plan for your financial future
Sure, most of us think about retirement and leverage or have leveraged a 401(k) and other investment options or high-level planning to help get us there.
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What To Do With Excess Funds In Your Child’s 529 Plan—A Good Problem To Have
What do you do with "extra" funds in your child's 529 Education Savings Plan after they've finished college, or gone in a different professional direction?
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Balancing Business and Personal Wealth
As a business owner, you take on substantial financial responsibility. As a business owner, you take on substantial financial responsibility. While shouldering this load, it can be easy to overlook the need to plan
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College Savings: The Benefit of Starting Early
Planning ahead now can result in brighter futures
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3 Tax Moves That Could Save You Money During COVID-19
The COVID-19 pandemic has certainly done a number on the U. S. economy -- double-digit-percentage unemployment, damage to countless small businesses and the destruction of many of them, and a shaky stock market that plummeted more rapidly than ever in history just a few short months ago. Of course, that doesn't even be
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Inflation Proof Your Business: Strategies For Small Business Owners To Stay Ahead
In 2022, countries around the world saw near-record-breaking rates of inflation. The Consumer Price Index in the U.K. reached 11.1%, the highest since
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5 Ways to Protect Your Wallet From Holiday Shopping Fraud
I'm betting that you're deep into the weeds of holiday shopping right now, alongside many Americans. It's unfortunate, but the holiday season brings many opportunities for fraud and scams that result in lost money and plenty of headaches for shoppers.
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6 Little-Known Perks of Filing Taxes Jointly
Welcome to a new year and a new tax season. For married couples, you have the option of filing separately or filing taxes jointly. Which route you
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How You Can Avoid an Employee Mass Exodus
Don't just assume your employees need to work for you. I'm watching a smallish business in its death throes. There are about 50 employees, and I
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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