Dec 28, 2021 | Business, Planning
Surprise Bills: Prepare Your Business for the Unexpected Getting a bill for an unexpected expense can put a significant dent in your business’s cash flow. Here are some tips your business can use to deal with a surprise bill. Stick to a reconciliation schedule. The...
Dec 21, 2021 | Finances, Planning
Five Great Money Tips Creating a sound financial foundation for you and your family is anything but easy. With low interest rates as an incentive to borrow more and even lower interest rates on savings accounts is it any wonder that it’s tough to retain the...
Nov 24, 2021 | Finances, Planning
2022 Social Security Adjustments YOUR 2022 SOCIAL SECURITY benefits have changed: AVERAGE RETIREMENT BENEFITS Starting January 2022 All workers in 2021: $1,565/mo All workers in 2022: $1,657/mo The 2022 maximum Social Security retirement benefits a worker retiring at...
Nov 17, 2021 | Planning, Taxes
Year-End Tax Moves There are always moves you can make to reduce your taxable income. Some of these tax-saving moves, however, must be completed by December 31. Here are several to consider: Tax loss harvesting. If you own stock in a taxable account that is not in a...
Oct 21, 2021 | Finances, Planning
Know the way loans work…and use it to your advantage! Every banker knows that the majority of the money they make on a loan is made in the first few years of the loan. By understanding this fact, you can greatly reduce the amount you pay when buying your house,...
Sep 30, 2021 | Business, Planning
Give Your Business an End-of-Summer Check-up As summer winds down, your business’s financial statements may be due for a quick check-up. Here are several review suggestions to help determine the health of your business prior to year end. Balance sheet reconciliations....
