News & Updates
Prioritizing Inventory Management Can Help Your Business
Mastering inventory levels is a key to many successful and growing businesses. Here are reasons why prioritizing your inventory management is something to consider for your business.
Get More Money for School by Understanding These Scholarship Myths
There’s plenty of money available for you to pursue a post-secondary education for either you or your child! Here are several myths that could be getting in the way of securing money to pay for school.
Never Take on the IRS Alone
Sleuthing your way through a tax audit by yourself is not the same as fixing a leaky faucet or changing your oil. Here are reasons you should seek professional help as soon as you receive a letter from the IRS.
Ideas to Save Money this Summer
Summertime is often the best time of the year to spend time with family and plan something fun. With the kids out of school, plenty of vacation time accrued at work and a fully funded travel budget, you may even be able to book a getaway somewhere tropical, historic or particularly appealing to your family’s interests and tastes.
But there are summer spending traps to be aware of — both on vacation and at home. If you want to get through the summer season without breaking the bank, watch out for these sneaky, yet prevalent expenses that can spiral easily when everyone is home together.
Shield Your Emergency Fund From Inflation
Most financial experts suggest keeping three to six months worth of household expenses in savings to help in case of emergency. But with record inflation, that task just got a lot harder to accomplish as virtually every safe place to put your emergency funds will not provide interest rates that keep pace with inflation. But that does not mean you cannot increase the rate of return on these funds.
Here are some ideas to reduce the impact of inflation on your emergency funds.
Make Your Child's Summer Break a Tax Break!
As a busy working parent, you may be on the lookout for activities that are available for your kids this summer. There may be a solution that’s also a tax break: Summer camp!
Using the Child and Dependent Care Credit, you can be reimbursed for part of the cost of enrolling your child in a day camp.
Make Your Cash Worth More
One of the side benefits of inflation is that banks are finally beginning to pay interest on your savings. Here are some ideas to help you make the most of your banked cash:
The Home Gain Exclusion: Make Sure You Qualify!
The home gain exclusion is one of the most generous tax breaks available to taxpayers, providing the ability to exclude up to $250,000 ($500,000 married) in capital gains on the sale of your personal residence. Here is what you need to know.
Safeguarding Your Business's Cash with Segregation of Duties
Fraud and embezzlement don't just happen at large companies. In fact, theft may be more common in small businesses because many lack internal controls that are typically in place at larger organizations. But the good news is that effective internal controls don't have to be complicated or expensive.
Graduation Season: A Great Time to Review Money Basics
With graduation season just around the corner, now it a great time to review five key money basics for both students and the entire family.
Tax Tips for Your Summer Job
Summer brings warm weather, fun outdoor activities, and new opportunities to earn some additional income. Taxes on seasonal income, however, need to be handled with care, whether they're related to your child's first job or an extra income opportunity for you. Here are some tips to help manage the taxes on your summer earnings.
Calling All Taxpayers: Plan Now or Pay Later
Procrastination is easy, especially when it comes to summertime tax planning. But waiting to implement strategies to reduce your 2023 tax obligations could cost you money. Here are some suggestions to help jumpstart your midyear review.
Everyone Wants a Piece of Your Income
The problem with recurring billing is they slowly carve out portions of your income for many years. Perhaps it is time to jump out of a recurring charge or two and save some money.
Five Small Business Insurance Review Tips
Changes in your business equipment, real estate holdings, the amount of inventory, and the number of employees are all good reasons to review your business's insurance in addition to your annual review.
Great Money Habits
Developing and maintaining great money habits can help you lay the foundation for achieving your financial goals.
Help Older Adults Stand Up Against Scams
While anyone can become a scam victim, fraudsters usually turn to one demographic above all others: older adults. Here's a look at some of the more common scams that target older adults, along with some ideas to help stand up against these would-be thieves.
Know Your Rights When Debt Collectors Call
At some point in your life you may be on the receiving end of a debt collection phone call. More often than not, these calls are either fraud or in error, or may be due to some other unforeseen circumstance. Whatever the reason, what everyone should know is that there are strict rules in the U.S. that forbid any kind of harassment. By knowing your rights, you can deal with these situations with minimum hassle.
Business Advice: Every Impression Matters
With competition abounding for virtually every product or service, businesses need to hone every advantage available to them. One of the ways you can set your business apart from the pack is to create an awesome customer experience starting with the first interaction that continues through the entirety of the relationship. How does one foster this level of customer service?
Tips for Working Beyond Retirement Age
You may be one of many Americans who plan to work into retirement. Some report they need to work because their savings declined over the past several years, while others say they choose to work because of the greater sense of purpose and engagement that working provides.
Whatever your reason for continuing to work into retirement, here are some tips to get the greatest benefit from your efforts.
Getting the Most Out of Homeowners Insurance
Looking for a way to tackle insomnia? Read your homeowners insurance policy. Kidding aside, it’s worth the effort. This is especially important as insurance costs are going through the roof and too many surprises occur when you need your insurance after an event requires you to file a claim.