School Choices that Lead to Financial Independence

August 1, 2024 | 0 views

For many parents and kids, living independently after college or trade school has been a challenge – a big one, thanks to rising inflation, student debt, and high rent. However, whether your kids are headed for a university or a...

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So, You’ve Been Audited: Should You Go It Alone or Hire a CPA, EA or Tax Professional?

July 1, 2024 | 0 views

I sincerely hope you have never had to go through an IRS audit – and never have to in the future. But what if that dark day does arrive? Should you go it alone and defend yourself or hire a...

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Accounting Considerations for Business Insurance Coverages

July 1, 2024 | 0 views

With more than eight million small businesses in America, and more than $776 billion in net premiums issued by the insurance industry in 2022 for commercial policies (according to the Insurance Information Institute), business insurance is big business. Along with...

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Pre-Retirement Planning Guide Younger Adults

July 1, 2024 | 0 views

Step 2: Clarify GoalsYou’re never too young to start a bucket list. That’s because some things (such as bungee jumping) you probably want to knock out in your twenties. Women may want to have children before their forties – that...

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Summer Reading List for Personal Finances

July 1, 2024 | 0 views

Since it’s summer and reading lists are at the top of your mind, now’s the perfect time to expand your knowledge of money management and wealth building. So, whether you’re a retiree, a beginning saver, or even a child, we’ve...

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