The financial supervision of a CFO can help a small business live up to its true potential. But what if you don’t have the resources available to hire another full-time employee? Our CPA firm offers an array of outsourced CFO services designed to advance small businesses to the next level.
How Income Taxes Work
A quick look at how federal income taxes work.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Good employee health can be great for the company’s bottom line.
Try these activities to keep your brain sharp.
It may help your business be better prepared in the event of the death of a principal or key employee.
One way to find money is to examine your current spending habits and eliminate money wasters.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
A special needs trust helps care for a special needs child when you’re gone.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Understanding the cycle of investing may help you avoid easy pitfalls.
There’s an alarming difference between perception and reality for current and future retirees.