Bookkeeping is an important business task for every small business owner, but if you don’t like doing it, you’re not the only one. It’s always fun to look at your profits, but what about all the reports and categorizing? Maybe not as much! Small business owners must be involved in the financial administration of their […]
Read MoreWhen it comes to business and taxes, they always seem to be getting more complicated with each passing year. Most business owners don’t have the expertise that is needed to make sure they’re following the ever-changing tax laws. Certified Public Accountants are reliable professionals. They assist businesses on a full scope of taxes and financial […]
Read MoreYear-end taxes are an essential part of tax planning for all individuals and businesses. Even if you’re a small business owner or self-employed with no other employees on your payroll, you can remarkably affect the amount of tax you pay at the year-end depending on the amount of preparation and planning you add into business […]
Read MoreEvery penny counts when you’re a small business owner. Similarly, many successful business owners suffer because of their lack of time. There just aren’t enough hours in the day to get everything done yourself when you’re running a business. However, please make sure you have scheduled a few hours to work with your accountant/financial planner […]
Read MoreRetirement is a huge goal, but it probably isn’t your only financial objective. Other significant milestones in your future might be buying a second home, taking your dream trip or helping your kids or grandkids with college. How do you manage – and make progress toward – multiple goals?
Read MoreAre you and your finances prepared for a rainy day? Major fluctuations in the market, new legislation, unexpected health issues and more can put stress on your budget. But, planning ahead can help you handle the unforeseen if and when it does arrive. Here are a few steps to consider in these early weeks of […]
Read MoreFinancial security brings peace of mind. When you don’t have to worry about paying bills or lagging behind on savings, you have time and energy to focus on other things. And when you’re in this position, it can be tough to see loved ones struggle with money. Are you thinking of loaning money to a […]
Read MoreWhat do you know about cryptocurrency? Though it’s a hot topic much discussed by some investors, this relatively new digital currency remains potentially confusing. Gain a clearer understanding of Bitcoin and other types of cryptocurrency with these frequently asked questions. What is cryptocurrency?Cryptocurrency, often shortened to just “crypto,” is a type of unregulated virtual currency. […]
Read MoreHow much do you earn each year? The answer to that question can affect how you approach saving for retirement. If you earn above a certain amount, you cannot make direct contributions to a Roth IRA, for example. Are you wondering about the retirement savings options for high earners? Here are a few details to […]
Read MoreAre you wondering about different ways to invest in your family’s future? A custodial account can help you give your children (or another young family member, like a niece, nephew, or grandchild) financial support for their college education. Read more in the ROI Financial PDF file below.
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