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Consider the Tax BEFORE You Sell

September 25, 2019

In times of market volatility or when a financial need arises, it is only natural to consider selling some investments. Understanding the tax consequences is key to making an informed and planned decision. Here is what you need to know BEFORE you sell.

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How to Handle Negative Reviews

September 20, 2019

With all the rating services on sites like Amazon and Yelp, it's not a question of whether your business will receive a negative review, only when. Every business or service must know how to handle these negative reviews. Here are some hints.

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Help Older Adults Stand Up Against Scams

September 18, 2019

The Consumer Financial Protection Bureau recently reported in financial exploitation cases that older adults lost an average of $34,200. Unfortunately, these funds are often never recovered. You can ensure this doesn't happen by learning more...

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Why You Need to Read the Fine Print

September 18, 2019

According to a recent Deloitte survey, 91 percent of people agree to terms and conditions without reading the legal agreement. While reading through the legally complex language may be slow and painful, it’s more important than you think.

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Select the Right Health Insurance for Your Business

September 11, 2019

If you have employees, you know how important health insurance is for your benefits package. It also takes a big bite out of your budget. Selecting the right insurance for your company is extremely important for employee retention and...

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The IRS Is Not Always Right

September 4, 2019

A letter in the mailbox with the IRS as the return address is sure to raise your blood pressure. Here are some tips for handling the situation if this happens to you.

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The Trade War Drags on and the Yield Curve Inverts


August was a mixed bag of emotions as volatility spiked in the market, fueled by trade war escalations (and de-escalations), global growth concerns, and the infamous yield curve officially inverting for the first time since 2007.

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