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Wednesday, January 3, 2024

529 accounts are an established way to help kids and other family members save for college. And now it turns out you might be able to use leftover 529 funds to help them save for retirement as well.

Monday, July 10, 2023

Think Twice Before Using Stock to Lock in Key People While Stock options can be an enticing to employee devotion, nine out of ten times the perceived value of employee ownership is not nearly worth the price...

Wednesday, June 21, 2023

Attractiveness and Readiness Assessments Business owners are extremely tied to their businesses and can be too close to the situation to see the negatives. For example, some only see the positives in their business.

Wednesday, June 21, 2023

Without taking care of the stars in your business, your organization will fail to reach its full potential.

Wednesday, June 21, 2023

 Customer Capital Customer capital is the measure of the strength of relationships with your customers. It is important to view a business from the eyes of its customer.

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Wednesday, June 21, 2023

Social Capital, or company culture, embraces the people. How they communicate, what they believe in, and how they operate internally and externally are key components of a company’s culture...

Wednesday, June 21, 2023

Structural capital is the back-end infrastructure of the company such as your processes, your financials, your strategies, your information technology, your patents, and other intellectual property...

Tuesday, April 11, 2023

Tuesday, April 4, 2023

Recently, you may have seen some headlines talking about an “inverted yield curve” and what it may mean for the economy.  An inverted yield curve is just one indicator of the economy’s possible direction, so...

Monday, April 3, 2023

Monday, April 3, 2023

Tuesday, January 10, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0, and it's a follow-up...

Thursday, November 10, 2022

Tuesday, October 11, 2022

Inside Options and Outside Options

Monday, October 3, 2022

How Much Tax Should You Have Withheld? Overpaying your taxes allows the IRS to hold onto your money longer

Tuesday, November 10, 2020

Why waiting could cost you Recent college graduates will be experiencing a dramatic change in their finances. This is going to be a crucial time for students to start thinking about their financial goals and getting plans together....