This April, our newest Investment Advisor Representative, Matthew Lefelhoc, passed the FINRA Series 65 exam. In June, we sharpened our skills and had some fun at our annual Team Retreat.
The American Rescue Plan Act (ARPA) passed in early March of this year, included over $1 trillion in programs to stimulate the US economy after the COVID-19 shut down. Included in the package was a provision to increase the child tax credit and send advanced payments of the credit to families all over the country starting in July of 2021.
Now is the time to begin tax planning for your 2021 return. Here are some ideas:
As a small business, once you decide to extend credit to a customer, you now have a financial stake in continuing that relationship even if you suspect there might be trouble brewing. While you don’t want to crack down on a good customer too ha
Tax and financial planning is a year-round proposition. In fact, you can benefit personally from a continuous, 12-month rolling forecast, much like a business does.
Summer’s almost here, and soon most children will be on their long-awaited summer vacation. If you own or manage a business, have you thought of hiring your children, nieces, or nephews for a summer job?
Knowing your net worth and understanding how it is changing over time is one of the most important financial concepts that everyone needs to understand. This number is used by banks, mortgage companies, insurance companies and you! Your net worth imp
The best way to weather a storm is often by being prepared before the storm hits. In the case of small businesses, this means building a fortress balance sheet. Like a frontier outpost or an ancient walled city, businesses that prepare for a siege—in the form of a recession, natural disaster, pandemic, or adverse regulatory change—can often hold out until the crisis passes or the cavalry arrives.
Do you know what your kids are doing online? That question may seem like it has a simple yes or no answer, but that’s hardly the case. With so many streaming platforms, social media outlets and new gaming options popping up every day, it’
