The Difference Between an Audit, a Review, and a Compilation
If you’re considering investing in an organization or lending it money, you will likely need to get an audit, review, or compilation.
How To Calculate Your Net Worth
Two people may have the same annual income, but very different net worth.
Congress Allowing Higher Medical Deductions for 2019 and 2020
With the passage of the Appropriations Act of 2020, more taxpayers may qualify for medical deductions.
Feb 2020 Market Minute: COVID-19, Yield Curves, and Fed Tapering Liquidity
For February, our Research Analysts are keeping an eye on the coronavirus, yield curve reports, and the Fed tapering liquidity.
Follow the Money
The “Money Talks” hosts discuss the situation of an investor who was working with a broker who put him in very speculative investments. They cover Dr. Gene’s rule of, “Follow the money,” as well as how we approach developing a financial plan.
What Is Asset Allocation And Why Is It Important?
Asset allocation is a common strategy that you can use to construct an investment portfolio.
Benefit Plans for Small Businesses
To attract and maintain employees, your business may want to offer health insurance, life insurance and a retirement plan.
How Do I Know If Our Family Is Eligible for Federal Financial Aid?
Your current income is the main factor that determines whether your child will qualify for aid, but it’s not the only factor.
Do I Have to File a Tax Return?
Even if you are not required to file a tax return, there are several benefits available that can produce refunds.
Planning Considerations of Selling Your Business to Your Child
The Money Talks hosts explore the situation of a business owner who is looking to have his son take over his business so he may retire. The experts discuss the timeline for such a transaction, what planning issues need to be taken into account and how his options may need to change depending on how quickly he needs the money from the sale of his business.