Insight Tag: Personal Finance
Jun 10, 2024
Article
Metrics That Matter: Assessing Your Not-for-Profit’s Fundraising Health
Effective fundraising is critical for many not-for-profit organizations to fully fund their programs and execute the mission. But how do you know if your fundraising efforts are effective, and you are using the best strategy? Analyzing key fundraising metrics can provide valuable insights to help you optimize your approach and get the most out of your fundraising investments.
Feb 20, 2024
Article
Retirement Planning for Entrepreneurs: A Beginner’s Guide
Embarking on the entrepreneurial journey is a bold and rewarding endeavor, but it comes with unique challenges, especially regarding retirement planning. As author Stephen Covey wrote, “Begin with the end in mind.” Your financial future is intricately tied to the success of your business venture. In this guide, we’ll look at the complexities of retirement planning for entrepreneurs, offering insights and strategies to ensure your golden years are as fulfilling as your entrepreneurial journey.
Aug 19, 2021
Blog
Don’t Make These 10 Audit-Triggering Mistakes
Want to stay off the IRS audit list? Start by avoiding these 10 1040 faux pas.
Mar 12, 2021
Blog
What’s Inside? Breaking Down The American Rescue Plan Act of 2021
What does the $2 Trillion COVID stimulus package buy the American people?
Feb 22, 2021
Blog
Now & Later: Don’t Just Plan For Your Next Vacation …
It's not breaking news - people are more likely to prepare for their next vacation before they plan for retirement. Read on to find out how to plan for both.
Feb 3, 2021
Blog
Still Waiting On Your Second Stimulus Check?
Did you throw away your second economic impact payment?!
Aug 13, 2020
Blog
Retirement Is Knocking …
Wherever you’re at on the retirement spectrum there are practices you can put in place now to move you toward your retirement goals.
Oct 1, 2019
Blog
Does The IRS Care About Your Fantasy Football Team?
The game may be "fantasy" but the money is real.
Jul 5, 2019
Blog
Do You Have A Plan For Your Golden Years?
When the time comes, will you be able to secure the retirement of your dreams? This check list can help.
Oct 25, 2018
Blog
Social Security: Not Just Another Tax
Ever wonder if you or your employees could opt out of paying Social Security based on religious reasons? Read on for answers.