10 Signs It’s Time to Switch CPA Firms
As a business owner, your relationship with your CPA firm should be built on trust, communication, and forward-looking…
Qualified Charitable Distributions (QCDs) vs. Donor-Advised Funds (DAFs): Which one is best for you?
Are you charitably minded and looking to save on taxes? If so, this article is for you. With…
Retirement Planning Strategies to Minimize Higher Medicare Premiums
Are You Prepared for Higher Medicare Premiums? Have you considered how your retirement savings could impact your Medicare…
SEP vs SIMPLE Retirement Plans: Which One is Right for You?
A sunny beach in Florida or a cabin in the mountains of Colorado. The chance to set your…
New “Transaction Verification” Smishing Campaign Targeting Clients With Schwab Accounts
We have identified a new twist on the “smishing” fraud threat which is being used by fraudsters hoping…
Traditional vs. Roth: Where Should You Save for Retirement in 2025?
Did you know that where you save your money can be just as important as deciding how much…
Financial Focus: Family Financial Planning for the Future
Spring is the perfect time to refresh your financial plans and secure your family’s future. From maximizing tax…
A Holiday Perspective: Balancing Generosity and Financial Wellness
The holiday season is a time for generosity, but finding balance is also important. Thoughtful planning can help…
Starting 2025 Fresh: Financial Planning Tips for a Strong Financial Future
As we approach 2025, it’s the perfect opportunity to refresh your financial plans. Assess your cash flow needs,…