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Category Archives: Blog

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Jul92025

Is Your Business Overpaying Taxes? 3 Mid-Year Moves That Could Lower Your 2025 Bill

Blog, Business Owner/Self Employed, TaxBy Editorial TeamJuly 9, 2025

Remember that moment in April when you wished you’d planned for taxes sooner? This is sooner. If your business is having a strong year, now’s the time to make smart tax moves—before fourth-quarter stress sets in. From bonus depreciation to defined benefit plans, small changes now can mean big savings later.

Jul32025

Stop Guessing, Start Tagging: How to Make QuickBooks® Online Work Smarter for You

Blog, Quickbooks Tips, TaxBy Editorial TeamJuly 3, 2025

Want to track your business data without blowing up your chart of accounts? The Tags feature in QuickBooks® Online just got a 2025 upgrade—and it’s a game-changer for smarter reporting.

Jul22025

Have You Set a Retirement Savings Goal?

Blog, Nearing Retirement, RetirementBy Editorial TeamJuly 2, 2025

You can’t reach your retirement goals if you don’t know where you’re headed. Yet nearly half of workers haven’t estimated how much they’ll need to retire comfortably. Use our simple worksheet to start mapping out your retirement income needs—and get a clearer picture of where you stand.

Jun262025

ESG Investing in the Spotlight

Blog, Investment Selection, Personal FinanceBy Editorial TeamJune 26, 2025

Investing with your values in mind has evolved—from excluding certain industries to actively scoring companies on environmental, social, and governance factors. But does aligning your portfolio with your principles come at a cost? Or could it actually lower risk?

Jun252025

Summer Hiring? Here’s How to Handle Seasonal Workers, Interns, and Payroll Compliance Without the Headache

Blog, Business Owner/Self Employed, TaxBy Editorial TeamJune 25, 2025

Before you hand out those paychecks, make sure you’re not accidentally inviting the IRS to your summer party. Misclassifying workers—even “just for the summer”—can cost your business big.

Jun192025

Interest Rates on Federal Student Loans Drop Slightly for 2025-2026

Blog, Education Planning, Personal FinanceBy Editorial TeamJune 19, 2025

Federal student loan rates for 2025-2026 halt upward trend! Interest rates on federal student loans for the 2025-2026 school year will decrease slightly, after four straight years of increases.

Jun182025

Tips Every Self-Employed Individual Should Know About Self-employment Tax

Blog, Business Owner/Self Employed, TaxBy Editorial TeamJune 18, 2025

Calling all freelancers, entrepreneurs, and small business owners—do you really understand self-employment tax? From what counts as net earnings to key deductions and exemptions, we break down what need to know to stay compliant and maximize your savings.

Jun122025

Summer Employment for Your Child

Blog, Business Owner/Self Employed, Family Finances, TaxBy Editorial TeamJune 12, 2025

Summer jobs do more than keep kids busy—they build life skills, confidence, and financial know-how. Your child could earn up to $15,000 tax-free—plus contribute to an IRA! From fast food to freelancing, see what jobs make sense and how to make the most of the earnings.

Jun112025

When Consumers Pull Back: What Small Businesses Need to Know Right Now

Blog, Business Owner/Self EmployedBy Editorial TeamJune 11, 2025

Small business owners: Your customers are hesitating — and it’s not your imagination. Economic uncertainty is shifting consumer behavior, and delayed buying decisions are becoming the new normal. Is your business adapting fast enough?

Jun52025

Stop Chasing Payments: Master Receivables in QuickBooks® Online

Blog, Business Owner/Self Employed, Quickbooks TipsBy Editorial TeamJune 5, 2025

Tired of chasing down late payments? Unpaid invoices can derail your cash flow fast—but they don’t have to. QuickBooks® Online offers smart tools to help small-business owners stay on top of receivables without wasting hours.

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