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        1. 5 New Things to Note on Your 2021 Business Return
          Income taxes are a perennial chore for business owners. While many tax items—deductions, credits, etc.—have new limits for 2021 due to cost-of-living
        2. Five Simple Year-End Tax Tips to Set Up a Successful 2024
          ’Tis the season to make New Year’s tax resolutions, but as I have seen many times in my 25 years as a financial adviser, it’s those who plan ahead
        3. Five Steps For Planning For Retirement While Owning A Business
          Whether you plan to retire in three years or 30, having a retirement plan in place for your business is essential.
        4. For the first time in US history, a decade will pass without the country falling into a recession
          In every decade since the period immediately before the Civil War, the US economy could be relied on to do one thing: tumble into recession. But the American economy is on pace to defy that trend for the first time in nearly 170 years as it enters the 2020s. The 2010s would be first time a decade has come and gone with
        5. How Parents Can Help Their Kids Build Good Credit at Any Age
          Parents have a profound influence on their children -- including what they learn or don't learn about finances.
        6. Lump Sum or Not: What’s the Best Way to Invest Your Year-End Bonus?
          Many corporate executives recently received their 2020 performance bonus. Others, especially at many large companies, will get them over the coming weeks. While the downturn in last year’s economy may have cut into these annual awards for some, others will receive tens, perhaps hundreds of thousands of dollars. So, whe
        7. Get a Money Market or CD: how to decide
          Certificate of Deposit (CD) or a money market account. Understanding the purpose of your savings will guide you to the right option, each account type offers distinct benefits tailored to different needs.
        8. Selling a Business During the COVID-19 Pandemic: You Want to Sell, But Is It the Right Time?
          There is a popular saying about best laid plans often going astray. Business owners are experiencing firsthand the derailing of plans in this unprecedented and unpredictable 2020. Those with plans to market their business for sale this year are left particularly in a lurch. At a time when many industries are struggling
        9. 8 Ways to Get Ready for Small Business Saturday provide small business owners on how to get your business ready with marketing tips, pricing,  tips, etc
          Get Ready for Small Business Saturday. Small business owners get information on ways to market
        10. The Agile Workspace: The Undervalued Success Factor
          TL;DR: Agile Workspace Means Choice Among a Diversity of Spaces If you want your organization to become agile, adding more whiteboards to the workspace will not suffice. You have to abandon the idea that the workspace is an assembly line for white-collar workers. You need to let go Taylorism. We are now in the age of t