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2017 Year-End Tax Guide for Businesses

*Due to the weekly changes and updates to the proposed tax law, some of this article’s content may have changed. Once the law is passed, we will update you. {7:06 minutes to read} Now that each chamber of Congress has met, i.e. the House and the Senate, we now await the final verdict regarding how they […]

Year-End Tax Planning for Employees and Families

{8:48 minutes to read} There’s something different about entering the month of November, in my opinion. I believe it is due to how close November is to the end of the year. It’s that penultimate month. November allows us to pause and rethink where we have been and where we would like to be before […]

Where Are We With Tax Reform? (Business/Entrepreneur)

“Planning is a process of choosing among those many options. If we do not choose to plan, then we choose to have others plan for us.” –  Richard I. Winwood    {4:42 minutes to read} Hope you are enjoying the warm sunny days of the season. I can’t help but wonder, is it just me, […]

Where Are We With Tax Reform? (Personal)

“Planning is a process of choosing among those many options. If we do not choose to plan, then we choose to have others plan for us.” –  Richard I. Winwood    {5:12 minutes to read} Hope you are enjoying the warm sunny days of the season. I can’t help but wonder, is it just me, […]

Insurance Policies Part 2: Business

{4:18 minutes to read} In our last article, we looked at the various types of personal insurance an individual should have in order to protect their most valuable asset: themselves. In this blog, we look at the various insurance policies we should have when we are a business owner.

Insurance Policies Part 1: Personal

{4:54 minutes to read} Oftentimes, the demands of everyday living make us forget about protecting our most valuable asset, ourselves. We protect our identity, our homes, vehicles, phones, appliances, etc. without thinking twice about it. Our day is filled with the to-dos of today, the plans for tomorrow and the regrets of yesterday, but when […]

Taxes: So What’s Next?

{3:36 minutes to read} What will my tax bill look like in 2017 under the new president? In the past weeks, I have been asked this question many times. If you are also pondering this question, let’s recap in more detail some of the tax changes Mr. Trump proposed. In addition to Trump’s plan, we […]

Financial Mgmt Tools for Entrepreneurs and Small Businesses

{4:36 minutes to read} Being a self-employed entrepreneur or small business owner can be exciting and frightening all at the same time. It is good to be the one who is calling the shots, but it is difficult to keep your fingers on all the necessary pulses so that you and/or your business thrive. One […]

Are You Living From Paycheck to Paycheck?

{4:36 minutes to read} Everyone is familiar with the expression “living from paycheck to paycheck.” And most of us know people who are actually living from paycheck to paycheck, including ourselves in some cases. What you may find surprising, however, is that it doesn’t really matter what your income is. Most believe this lifestyle is […]