Bitcoin…what about NFTs? By: Matt Ward Date: 3/11/2021 We all have heard of Bitcoin, but we may not all understand it. Bitcoin is a cryptocurrency. A cryptocurrency is a digital or virtual currency
3 Big Policy Areas That Election Outcomes Would Sway
Determining the impact from a change in administration has historically been hard to predict. Political positioning and external factors can have a profound impact on the policies that make it from th
5 Ways to Protect Your Retirement Income
The time to plan is now! See below for 5 considerations for income during retirement and how to protect your retirement income. #1. Plan for health care costs. Healthcare costs are exponentially incre
Deep Dive: Election Years & the Stock Market
5 minute read With the election coming in the next 5 weeks, we know one thing, headlines about stock markets and elections are about to dominate the news feeds. Several of us are concerned with the el
Top 5 concerns of business owners
Top 5 concerns of business owners Cash flow planning Compliance & legal administration Tax and investment planning Protection of assets Growing net earnings We help clients with cash flow planning
Saving in your 30s
Save early and save often. We’ve heard this. Compound interest and time are our greatest attribute. But how much should we actually save? Well, this depends on your lifestyle goal. For instance, an in
3 New Tax Credits for Businesses during COVID-19
This year has presented challenges for many businesses. The IRS has added new tax credits available to business owners. As we zero in on the second half of 2020, keep these new tax credits on your rad
The 10 small business tax credits business owners should know about
I could write a (very dull) book about all the tax credits your business might take. Instead, let’s go through some of the most advantageous tax credits geared for small businesses. 1. General Busines
The HEROES Act; Our Next Stimulus and Back-to-Work Bonus?
The HEROES Act; Our Next Stimulus and Back-to-Work Bonus? Washington is in negotiation over the next Stimulus Relief Package, and this relief bill could incentivize employees to return to work. This i
4 Common FAQs about Personal Finance
Q1. SHOULD I INVEST NOW OR WAIT UNTIL THE STOCK MARKET IMPROVES? A. Now. Nobody can tell you when the stock market will improve, but when it does, you will have missed all of the gains, and you will b