May 4, 2022

Top 5 Financial Concerns of Business Owners 

Owning a business is no small task. There are many challenges that business owners face. Staying on top of day-to-day operations, weathering economic changes, calculating taxes, and keeping secure finances are just a few.  Planning an exit strategy and saving for retirement are other significant issues that can cause financial concern. This article will look […]

Apr 29, 2022

Financial New Year’s Resolutions

At the start of each calendar year, people who are smart with their money know how important it is to take concrete steps to secure their finances. By setting financial planning goals, they are able to work towards the things they wish to attain.  A great way to do this is by following the SMART […]

Mar 29, 2022

Tax Tips for 2022

Tax Tips for 2022 The 2022 tax season is in full swing, and soon you’ll need to file your tax return. To ensure you are ready, consider these tax tips: 1. Make Sure to Save Tax Documents  You’ll probably begin receiving a variety of tax documents, including earnings reports from your employer, information on economic […]

Jan 5, 2022

Setting Authentic Financial Goals in Uncertain Times

Historians point to the Great Depression of the 1930s as the most devastating financial crisis the world has ever faced. But those who are too young to remember that time have endured periods of great financial uncertainty of their own. Inflation in the 1970s, unemployment in the 1980s, the Great Recession of 2008, and the […]

Dec 13, 2021

Tax-Deductible Donations: The Benefits of Giving

They say, “it’s better to give than to receive,” but there’s a way you can do both at the same time. A little transparency: We don’t mean engaging in any type of shenanigans that don’t benefit any charities; just that tax-deductible donations offer you, the taxpayer, a tangible value just as they offer a benefit […]

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