Resources

A Happy Banker Makes for a Happy Business

With the onset of COVID-19, small business banks are more nervous about potential loan losses than ever. Here are several tips for your business to maintain a great working relationship with your lender. These same tips can also be used if you want t

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Common IRS Surprises

No one likes surprises from the IRS, but they do occasionally happen. Here are some examples of unpleasant tax situations you could find yourself in and what to do about them.• An expected refund turns into a tax payment. Nothing may be more def

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Turn Your Home Office Into a Tax Deduction

If you are working from home for the first time in 2020, you may be wondering if your home office is tax deductible. The bad news? If you’re working from home for an employer, you normally can’t deduct your home office expenses.Here&rsquo

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November Mid-Month Update

We hope you are doing well. Here is a recap of market performance for the month of November so far, and year-to-date: For the month, stocks are significantly higher, with US small cap and international stocks up double digits. US large caps are also firmly positive, while bonds are slightly up. For calendar year 2020, the S&P 500 remains the leader, and bonds are second best.

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Saving Too Much Can Sometimes Be Expensive

When it comes to money topics, you’re always hearing how to save more. But even with the best of intentions, you can run into trouble when you try to save too much. Here are four ways that savings can get in your way and how you can correct

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