Tax Tips for Recently Married Taxpayers
If you’ve married over the summer, here are five tax tips that may help you avoid stress at tax time. Learn more in this week’s Tax Tip.
Financial Mistakes People Make at Different Ages
With age comes wisdom, except when it comes to money. We explain pitfalls at every age in this week’s Financial Tip.
Using Private Funding to Raise Capital for Your Business
Read our tips to avoid complications if you’re obtaining private funding for your business.
The Split Annuity: Current Income Plus Future Savings
Split annuities attempt to provide an immediate income stream and grow principal. Learn more in this week’s Insurance Tip.
Forgot Something on Your Tax Return? It’s Not Too Late to Amend
You were ahead of the game and filed your taxes in March. What do you do with the corrected 1099 that just arrived? We explain in this week’s Tax Tip.
What is the Roth IRA Five-Year Rule?
Roth IRAs have some unique rules regarding withdrawals, and five years is a magic number. We explain in this week’s Financial Tip.
In the News: Retirement Plans for the Self-Employed
As a small-business owner or self-employed individual, there are several factors that can influence your choice of retirement plans.
7 Ways to Boost AR Collections and Improve Cash Flow
Accounts receivable is integral to your business. We offer tops for boosting collections and improving cash flow in this week’s Business Tip.
Use of Personal Life Insurance Trusts
An irrevocable life insurance trust is the most widely used trust for insurance planning. Learn why in this week’s Insurance Tip.
Don’t Panic if You Receive an IRS Notice
They’re not love letters. They’re IRS notices. DO NOT PANIC! Each notice explains what to do to satisfy the inquiry. Learn more in this week’s Tax Tip.