SECURE 2.0: Big Impacts for Small Businesses
As a small-business owner, one of the best benefits you can provide employees is an employer-sponsored retirement plan. The SECURE 2.0 Act makes providing a retirement plan for your employees easier.
The Retirement Income Gender Gap: Dealing with a Shortfall
As a woman, if you find yourself facing a retirement shortfall, the best solution will depend on several factors, including the severity of your projected deficit, how long you have before retirement, and how long your retirement may last.
Why You Should Be Using Tags in QuickBooks Online, and How to Create Them
Classes and categories have their place in QuickBooks Online transactions. Tags add another way to track your financial data.
Financial Planning: Helping You See the Big Picture
Have goals like saving for retirement, saving for college, establishing an emergency fund, providing for your family, or minimizing taxes? These can all be accomplished through financial planning.
Worried About Getting Audited? Here’s What You Need to Know About Your Chances
The IRS is expected to receive approximately $80 billion in funding between now and 2031, much of which will likely be used to increase audits in the near future.
Want to Improve Your Cash Flow? Shorten the Amount of Time it Takes to Get Paid
One of the best ways to reduce the amount of time it takes to get paid by clients and other vendors involves asking for payment deposits at the beginning of any new business relationship.
Eldercare Can Be a Medical Deduction
Many individuals are serving as care providers for elderly loved ones, such as parents or spouses, who cannot live independently. The cost of such care may be deductible as a medical expense.
Yours, Mine, and Ours: Financial Tips for Blended Families
Combining finances can be complicated for any couple, but the challenges become more complex the second time around, especially when children are involved. We provide some ideas to consider if you are combining households sometime soon.
The Gen Z Freelance Movement and the Tax and Bookkeeping Challenges That Come With It
Approximately 50% of all Gen Z respondents to one survey, engaged in freelance work of some kind. Bookkeeping and taxes present significant challenges to those choosing to go down this path.
How Taxes Impact Your Retirement-Income Strategy
Retirement might seem worry-free, but there can be challenges when managing their income, and how taxes affect them, including how taxes affect to Social Security and Medicare and when to tap taxable and tax-advantaged accounts.