Put Your Money Where Your Values Are
Is the news cycle stressing you out? One way to avoid becoming distracted and anxious amid scary headlines is by having a sturdy framework to help guide your spending, saving, and investment decisions.
Your Entrepreneur Start-Up Guide: The Best Practices to Help Motivate Success
To truly give yourself the best chance of success, and to help achieve your overall goals in the most effective ways possible, there are a number of key best practices you’ll want to keep in mind along the way.
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The fear of overfunding a 529 plan is a lot less now that new laws allow 529 Plan beneficiaries to roll left over funds into a Roth IRA.
Employee or Independent Contractor – A Primer for Employers and Employees
Employees may be misclassified as independent contractors. Misclassifying a worker can have significant ramifications for both the employer and the worker in terms of how much each pays in income, Social Security, and Medicare taxes, among others.
On the Move Again: International Travel Tips
With the COVID pandemic receding in most areas of the world, Americans are traveling again. If you’re planning a foreign vacation, here are some suggestions to help keep your trip on track.
When Tax Issues Become a Criminal Situation in the Eyes of the IRS
The chasm between a “minor accident” and “intentional fraud” when it comes to your taxes is a big one. The latter can get you into a significant amount of trouble and may even venture into criminal territory if you’re not careful.
Is an SBA (7) Loan Right for Your Business?
Millions of small and mid-sized businesses are the true foundation of the United States economy. Whether you’re a seasoned veteran or are a new entrepreneur, it’s important to understand the available funding options and how to take advantage of them.
Did You Get a Letter from the IRS? Don’t Panic
Since the IRS now does most of its auditing through correspondence, an IRS letter can, in some cases, ruin your day. Step 1. Don’t Panic. Step 2. Read our rundown of CP notices!
Five Key Benefits for Military Families
Military families face plenty of financial challenges. If you’re saving for college or retirement, buying a home, or wondering how to help secure your family’s financial future, don’t overlook these five important benefits.
Transformative Tech: Will AI Upend the American Workforce?
In the race to monetize AI, it’s crucial to explore how widespread adoption of AI-enabled technologies could shape the future of workers and businesses.