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Category Archives: Blog

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  2. Category "Blog"
Jun262020
Research Credit

Does Your Business Qualify for the Research Tax Credit?

Blog, Business Owner/Self Employed, TaxBy Editorial TeamJune 26, 2020

The purpose of this credit is to reward businesses that pursue innovation by continually increasing investment in research activities.

Jun252020
Retirement

Tapping Retirement Savings During a Financial Crisis

Blog, Coronavirus, Personal Finance, RetirementBy Editorial TeamJune 25, 2020

While the CARES Act made it easier to access money in retirement plans, understanding these new guidelines and other rules for loans and early withdrawals may help you determine if this is an appropriate option during a financial crisis.

Jun242020

Congress Liberalizes PPP Loan Forgiveness

Blog, Business Owner/Self Employed, Coronavirus, TaxBy Editorial TeamJune 24, 2020

Congress passed the Paycheck Protection Program Flexibility Act (PPPFA) of 2020, which makes substantial changes to PPP Loans.

Jun222020
Kids

ABCs of Finance: 4 Tips to Teach Kids About Money

Blog, Family FinancesBy Editorial TeamJune 22, 2020

Teach younger children some simple lessons today that will give them a solid foundation for making a lifetime of sound financial decisions.

Jun192020

Unraveling the Economic Impact Payment Confusion

Blog, Coronavirus, TaxBy Editorial TeamJune 19, 2020

Was your economic impact payment more or less than you expected? We explain why and what happens if you received more than you should have.

Jun182020
Checkup

Mid-Year Financial Checkup: 6 Things to Do Now

Blog, Personal FinanceBy Editorial TeamJune 18, 2020

The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your finances may give you the foundation you need to begin moving forward.

Jun172020
retiree

Retiree Confidence Drops in 2020, as Some Workers Worry

Blog, RetirementBy Editorial TeamJune 17, 2020

How has the first quarter of 2020 affected retirement confidence?

Jun152020
Stimulus Payment

Stimulus Payments Being Mistaken as Junk Mail

Blog, Coronavirus, TaxBy Editorial TeamJune 15, 2020

Around 4 million individuals were sent stimulus payments on a Visa debit card, which some threw away thinking it was junk mail.

Jun122020

Tax Effects of a Business Making a Charitable Contribution

Blog, Business Owner/Self Employed, Coronavirus, TaxBy Editorial TeamJune 12, 2020

In this current time of need, many charitable organizations are seeking contributions to help the greater good. We explain why that contribution should come from your bank account and not your business.

Jun112020
investor

Investor Psychology: 6 Behavioral Biases That Can Lead to Costly Mistakes

Blog, Investment Selection, Personal FinanceBy Editorial TeamJune 11, 2020

It can be difficult to act rationally when your financial future is at stake, especially when unexpected events like COVID-19 upset the markets.

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