Pre-Retirement Planning Guide
One of the more insightful quotes of baseball great Yogi Berra was, “If you don’t know where you’re going, you’ll end up someplace else.” When you’re young, first starting out…
Weather the Storm: How Small Businesses Can Thrive in a Tough Economy Flow
The current American economy is characterized by inflation, rising credit card debt, and the looming threat of a recession. As a result, small to medium-sized business owners face many challenges….
In the Firm – May 2024
Here is what the firm has been up to since our last newsletter. Conferences / Seminars / Events: We wrapped up a busy Spring Recruiting season with two trips…
Estimated Tax Payments Are Not Just for the Self-Employed
Unlike employees, who have income, Social Security, and Medicare taxes withheld from their wages, self-employed individuals must prepay their taxes by making periodic estimated tax payments. These are referred to…
Freshen Your Finances: QuickBooks Spring Cleaning Tips
As the season changes and springtime approaches, it’s not just your home that could use a good cleaning. Your financial records, especially in QuickBooks, could benefit from a little spring…