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…
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,…
Financial Advisor vs Financial Planner: Is There a Difference?
In your search for the right financial professional to help you manage you and your family’s finances, you…
401K Penalty Exceptions: How to Avoid 401K Tax Penalties
What Age Can I Draw from 401K You may withdraw funds from your 401K without penalty at the…