Articles from the Business Category
Optimizing your company’s cash reserves
October 18, 2024 | By Shane McDougald, CFP®
Most individuals and businesses are familiar with traditional checking accounts. However, there are other options that can offer higher interest rates while providing similar levels of protection as traditional checking and savings accounts. The key is understanding your immediate cash…Read More
Setting Up a Retirement Plan for Your Business
October 17, 2024 | By Shane McDougald, CFP®
It’s a tough labor market, and retaining the best talent is a challenge for many businesses. One way to attract and keep skilled team members is to offer a 401(k) plan with a match that sets you apart from your…Read More
Tax Planning Strategies Before Year End
September 12, 2024 | By David Lowe
It’s almost the last quarter of 2024. Can you believe it? Now is an ideal time to review your tax planning with your financial advisor and tax preparer or CPA so you can implement appropriate strategies for 2024. If you…Read More
Choosing a Business Entity: Part II
January 10, 2023 | By David Lowe
Part II: Tax Considerations and Entity Selection Case Studies Entrepreneurial spirit, customer service, innovation and grit are some of the keys to running a successful business. Perhaps just as important, though – at least from a financial perspective – is…Read More
Choosing a Business Entity: Part I
December 28, 2022 | By David Lowe
Part I: Formation, Day-to-Day Operations and Liability You are excited to start your own business. You offer a unique product or service, target a clearly defined market, possess the expertise to deliver superior value to clients and invest long hours…Read More