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        1,840 results found

        1. Wealth Planning for Business Owners
          A successful business generates wealth. But the process doesn’t stop there. Are you maximizing your opportunity to protect and preserve that wealth?
        2. 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
        3. The 3 Underrated Financial Benefits of Stay-at-Home Parenting
          The decision to become a stay-at-home parent isn't an easy one.
        4. 4 Smart Steps To Take Before Buying Your First Home
          Becoming a homeowner can be a daunting process for anyone, especially young adults or anyone without experience making such big purchases. Rushing
        5. Why Outsourcing IT and Cybersecurity is the Smart Choice for FQHCs
          Cyber criminals are increasingly going after healthcare organizations. That's bad news for FQHCs, which offer healthcare to underserved communities. Here are a few reasons why outsourcing IT needs could help protect FQHCs from attempted breaches
        6. Tug of War: Handling the Challenge of Competing Financial Goals
          Let's walk through three steps to help you handle the challenge of competing financial goals.
        7. Intriguing ESOP Benefits: Thoughts on Recent Research
          ESOPs (Employee Stock Ownership Plans) are IRC section 401(a) qualified defined contribution plans which allow employees to own stock in the company for which they work. ESOPs may be sponsored by public companies or closely held corporations. According to The National Center for Employee Ownership (NCEO), there are ove
        8. Budget Check Up: Tax Time Is the Right Time
          Every year, about 140 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila
        9. Three Ways Business Owners Can Evaluate Financial Risk
          Financial risk can come in many forms. It could be an outside party that gains access to your bank account or a lawsuit that could bankrupt your
        10. 4 Common Tax Planning Mistakes
          What errors do advisors often see—and how can you avoid them? What the Professionals Say About Tax Planning   We talked with two high-ranking