Category Archives: Uncategorized

5 Tips for Veterans Thinking About Starting a Business

If you or someone you know is a veteran who is thinking about starting a business, you are in good company. It has been shown that military veterans make outstanding entrepreneurs, and studies have shown that vets are 45% more likely to start their own business than those without military experience. Being in the military […]

Finding the Fun In Budgeting

Budgeting is the most essential step in making any kind of monetary strategy or economic blueprint. In dealing with our clients, this is one of the 1st steps we review, because it’s so crucial to your success. I know– budgeting doesn’t sound like fun at first, however offer this as a thought … What if […]

Business Structure Basics: Partnership

Anyone interested in starting a business is confronted with a variety of obstacles at the beginning of the business. Something that is not an obstacle however, instead a crucial decision, is choosing the wanted company framework for the business. Among the options that is preferred is the collaboration. This kind of partnership is relatively simple […]

The Federal Budget: Where do my taxes go?

As a small business owner, you understand that taxes are simply a part of life. The Federal Government through the IRS applies many rules and regulations that dictate what must be paid by whom. For many Americans, there is a great deal of confusion regarding what happens with the tax money we pay. Most of […]

What is a Sole Proprietorship?

Here in the US, the most commonly found types of businesses are the corporation, the LLC (Limited Liability Company), general partnership and the sole proprietorship.  Each one of these business structures has its own advantages as well as its disadvantages.  These can be in terms of how complex the business is, how easy it is […]

Top 5 Best Practices for Building Strong Client Relationships

The success of a financial company, or any other organization, lies in how competently and extensively they handle their customer relationships. The core values of any enterprise should always include exceptional service as a driver. Hence, creating a robust partnership with every client will be a driver that can help you flourish. Building a strong […]

What Millennials Must Know to Plan for Their Financial Futures

As the baby boomers head into retirement and the Millennials begin to take over the workforce, chances are they have a bit more to think about regarding their financial future than did their predecessors. With a dire outlook on the viability of future social security benefits and an increasingly debt dependent society, it is no […]

Farmers and Fisherman to Receive 2015 Tax Penalty Relief

This year the IRS has announced that farmers and fisherman will be granted a relief from tax penalties due to filing past the March 2nd tax deadline. This is excellent news for those who have been waiting to receive corrected 1095-A forms from the Health Insurance Marketplace. Farmers and fisherman were given an extension and […]