According to a recent study conducted by U.S. Bank, more than 80% of all newly formed businesses that ultimately fail do so due to cash flow problems. If you needed a reason to believe that getting your spending in order and dedicating the time to drafting a proper budget for your new startup is important,…
If you were unpleasantly surprised by the amount of tax you owed or the amount of your tax refund when you filed your 2018 tax return, it may be time to check your withholding. It may also be time if there are changes in your life or financial situation that affect your tax liability. For…
Going from two stable income streams to one can prove challenging, but it is a necessary step if you, or your spouse, want to stay home with your kids, go back to school or even start your own business. To avoid ending up in a pinch when the big day comes, planning for the transition…
We believe estate planning is a key component of a comprehensive financial plan. In today’s Financial Tip we walk you through key estate planning documents you should have in place.
A secular trust can provide assurance that your nonqualified deferred compensation plan benefits will not be at risk. We explain in this week’s Business Tip.
Did you charge up a storm getting ready for the new school year? Before too much interest accrues on your balances, put a strategy in place to pay off your debt. We offer options in this Question of the Week.
April 15th may be long gone, but the IRS is still sending out audit letters. We explain what you need to do if you receive one in this week’s Tax Tip.
If you’re the parent or grandparent of a current or prospective college student, you might be interested to learn what’s new in the world of higher education. We walk you through the highlights in this week’s Financial Tip.
Equifax reached a settlement agreement in the class-action suit from the 2017 data breach. If you are eligible, you can file online, taking approximately two minutes to submit your claim. You can choose to receive free credit monitoring or a cash payment (up to $125, but more if you incurred expenses in dealing with problems associated with the breach, up to $20k).
Starting a small business can be one of the most exciting and rewarding events in your life. But it can also be extremely stressful. We list 10 questions to ask yourself before you take the leap in this week’s Business Tip.