July Recap and August Outlook Data releases in July told a story of a stronger-than-expected economy, with headline CPI falling and the labor market remaining robust. The doom-and-gloom scenario of an all-but-inevitable recession seemed to…
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June Recap and July Outlook The Fed finally hit “pause” on interest rate increases in June after fifteen months and ten consecutive rate hikes. The “dot-plot” indicated that Fed officials think two further increases may…
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Healthcare is one of the biggest expenses in retirement. Medicare doesn’t cover everything, and healthcare costs tend to increase over time. Health Savings Accounts (HSAs) were created to help people put aside money for the…
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Small companies shouldn’t forgo retirement savings just because a 401(k) plan can be expensive to set up and maintain. There are options specifically for smaller businesses: a Savings Incentive Match Plan for Employees (SIMPLE) plan, a Simplified Employee Pension…
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Growing your business across every measure is the priority for business owners, no matter their stage. Just starting out and working to be revenue-positive or coping with early income In the mid-stage and building your…
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Fundamentally, the best way to build wealth consistently is to spend a little less than you earn. The more you earn and the less you spend, the more money you have left over at the…
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May Recap and June Outlook The debt ceiling negotiations dominated headlines throughout the month. By month end, the deal was hammered out and on its way through Congress to end up on the president’s desk…
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Section 1202 of the Internal Revenue Code, focusing on Qualified Small Business Companies (QSBs) and their Qualified Small Business Stock, holds the key to potential tax savings of up to $10 million in tax-free capital…
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April Recap and May Outlook The biggest news in the Fed’s statement after their meeting on May 3 was what it didn’t say. The Fed’s statement from March contained the language “the Committee anticipates that…
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Many, many business owners go to work each week with uncertainty about how things are going. They’re not sure how much cash is in the account, or when more will be coming or going. They’re…
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