Personal Investing with Index Funds: A Smart Strategy for Individuals and Small Business Owners As a small business owner, you’re used to taking risks and managing your own financial future....
Read MorePersonal Wealth Management Tips: A Simple Guide for Small Business Owners & Individuals Managing money can feel overwhelming, especially for small business owners and individuals juggling expenses, savings, and investments....
Read MoreItemized and Standard Deductions—Which is better? When tax season rolls around, one big question often arises: “Itemized vs Standard Deduction—Which is better?” Your decision can make a big difference in...
Read MoreMissed an Estimated Tax Payment? Here's What to Do If you’ve missed an estimated tax payment, you might face penalties. For small business owners, freelancers, or anyone paying self-employment taxes,...
Read MoreThe Best Retirement Plans for Small Businesses: Part 5, Defined Benefit Pension Plan This is the fifth and final part of our series on retirement plans tailored for small businesses....
Read MoreThe Best Retirement Plans for Small Businesses: Solo 401k, Part 4 In this fourth part of our series on top retirement plans for small businesses, we explore the Solo 401k...
Read MoreThe Best Retirement Plans for Small Businesses: Part 3, SIMPLE-IRA If you're a small business owner or self-employed, finding the right retirement plan is crucial. This article dives into the...
Read MoreThe Best Retirement Plans for Small Businesses: Part 2, the Simplified Employee Pension (SEP) Option This is Part 2 of our guide to the best tax-advantaged retirement plans for small...
Read MoreThe Best Retirement Plans for Small Businesses: Part 1 If you haven’t set up a tax-advantaged retirement plan for your small business yet, don’t worry—you’re not alone. But putting it...
Read More2024 Year-End Tax Strategies for Families and Small Businesses As the year comes to a close, it’s the perfect time to implement year-end tax strategies for families and small businesses....
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