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        1,778 results found

        1. What to consider as vendors add generative AI to workplace tools
          Vendors of all shapes and sizes are rushing to implement generative AI, a race begun by the release of OpenAI's ChatGPT and its newest large language
        2. Why Consumers Should Shop Early This Holiday Season
          This year, many consumers began making their holiday gift purchases long before Halloween.
        3. The Employee Retention Credit: Small- And Medium-Sized Businesses And Tax Exempts Are Missing Out On Billions
          I’ve finally been able to travel and have had the opportunity to hear from CPA firms, small and medium business owners and tax-exempt organization managers around the country about their outlook for jobs and growth. Most of the news has been heartening as businesses and tax-exempts look to weather the economic storm ca
        4. 4 Ways To Protect Your Retirement Income When Markets Are Volatile
          If you’re worried about stock market volatility and how to protect your retirement savings so it lasts for the rest of your potentially long life, I have some advice for you: Don’t spend your retirement savings! Instead, use your savings to set up “retirement income generators,” or RIGs for short, to generate regular l
        5. Key Considerations to Successfully Transition the Ownership of Your Business
          Business ownership transitions are back on the table. After a long lull following the recession, a growing number of company owners are looking at how best to sell their business, turn it over to the next generation, or offer their employees a buyout opportunity.
        6. Retirement Planning for the Self-Employed: 5 Options for Lowering Taxes and Maximizing Saving
          Choosing the right retirement plan can be confusing and overwhelming. Multiple options are available, which is a good thing, but understanding their attributes and intricacies takes time. Additionally, there are frequent updates and changes made by the IRS, such as the CARES Act in 2020 and SECURE Act in 2019, that cha
        7. How to build an emergency fund when you live paycheck to paycheck
          We all know that we’re supposed to be have an emergency fund equal to at least three months’ worth of expenses. Unfortunately, many of us are not in
        8. 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
        9. National Social Security Month is a chance to review 2026 changes and your retirement planning
          April is National Social Security Month, when we annually take a look at the status of retirement, receiving Social Security payments, and reaping the
        10. 6 Tips to Build Your Savings with Student Loans
          Are you one of the many people who make financial resolutions every New Year? If so, congratulations! Whether your goal is to pay off debt, increase