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      1,384 results found

      1. 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
      2. Employee financial stress: How to recognize and address this growing workplace problem
        Employers are starting to realize the impact of employee financial stress, for good reason — there is a direct correlation between the economic health of employees and the companies they work for. Since nearly 60 percent of employees in the U. S. say they are financially stressed—more than all other life stressors comb
      3. I’m Retired. Should I Pay Off My Mortgage?
        It’s 5 p.m. on a Tuesday, and you tune in to a radio show as you sit in gridlocked traffic.
      4. "Four Solutions to Help Improve Your Cash Flow"
        Today, Small Businesses contribute significantly to the U. S. Economy. When you consider how many Small Businesses exist in our communities, it is impressive to think about the amount of time, effort, and commitment business owners contribute to helping our economy grow. As businesses grow, access to capital is one of
      5. 2 Important Changes to Social Security Were Just Announced for 2025
        Recently, the Social Security Administration announced two important changes that are going to affect both current and future retirees. Both changes
      6. 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
      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.   Approved Pitch:   “How to Create An Estate Plan for Legacy Building” This piece will discuss strategies for creating estate plans around preparing your family legacy
        Approved Pitch:   “How to Create An Estate Plan for Legacy Building” This piece will discuss strategies for creating estate plans around preparing your family legacy. Some key points could entail highlighting stats around wealth loss over generations, integrating legacy plans into traditional, the benefits of a profess
      10. The Smartest Business Decision Your Organization Can Make In 2023
        Two strategies to prioritize mental health and make a big impact in your organization.