10 Steps to Avoiding a Small Business Audit
Unfortunately, a tax audit can happen to anyone, but there are ways to reduce the risk. Here’s 10 steps.
5 Things You Can Do to Reduce Your Small Business Tax Bill Today
Being a small business owner is stressful enough. Come April, you may be slammed with an unexpected tax bill. Through planning and execution in the prior year, you can significantly reduce your small business tax bill.
Life Insurance at Various Life Stages
Your need for life insurance changes as your life changes. When you're young, you typically have less need for life insurance, but that changes as you take on more responsibility and your family grows. See how these life stages differ and learn how to adjust your insurance needs to your specific stage.
Retirement Income Planning
Retirement! If you're like most Americans, you get excited about the day you no longer have to go to work to earn an income. No more bosses, no more schedules to keep, no more stress that even the best of jobs can create. Retirement can be the beginning of an entirely new lifestyle. Be prepared with these tips to help maximize your retirement savings.
How Your Financial Advisor Can Help You Prepare for Tax Season
Your financial advisor is a great resource to leverage as you prepare for tax season and look for strategic ways to maximize savings. Learn how working now with an advisor & tax professional under one roof can help create efficiencies and save you money later.
4 Most Common Money Mistakes for Pre-Retirees
We’ve rounded up the four most common mistakes soon-to-be retirees make regarding their money, so you can prepare now to make your transition into retirement a bit smoother.
