Quickbooks: Use Recurring Transactions
Business owners can save time with repeating transactions in QuickBooks to ensure they are processed as scheduled. Read all about it in this special QuickBooks Tip.
Long-Term Care Insurance as a Protection Planning Tool
Long-term care insurance can protect your assets should you have to pay for skilled custodial care. Learn more in this week’s Insurance Tip.
Dodging Tax Penalties
No one wants to pay a penalty. Taxpayers should be aware of what mistakes may incur a penalty with the IRS. Learn more in this week’s Tax Tip.
Grandparents Can Help Bridge the College Cost Gap
If you’re interested in helping your grandchild attend college, there are tax advantageous ways to help. We explain in this week’s Financial Tip.
Not Business as Usual for Employers: W-2 and 1099-MISC Filing Dates Moved Up
To combat tax filing fraud, the IRS will delay refunds that claim certain tax credits. Read all about it in this week’s Business Tip.
Congress Gives Small Employer HRAs the Green Light
Small businesses who don’t comply with the Affordable Care Act may be able to avoid penalties with HRAs. We explain in this week’s Insurance Tip.
Excited About the Social Security Benefits Increase for 2017?
Social Security (SS) benefits will receive a COLA increase of 0.3% in 2017—about $4 per recipient. Learn what this means in this week’s Tax Tip.
College Planning: Financial Aid 101
If you don’t have the money to send our child to college, it’s time to learn about financial aid. We explain the basics in this week’s Financial Tip.
10 Questions to Ask Your Financial Team When Starting Up
Thinking of starting a business? Assemble your financial team and answer these tough questions first. Read all about it in this week’s Business Tip.
Should I take out a home equity loan to pay for my child's tuition?
Thinking of tapping the equity in your home to pay for your child’s tuition? Know the facts first! We explain in this week’s Financial Tip.