Part 2: Pre-Retirement Planning Guide
Category Archives: Blog
Part 2: Pre-Retirement Planning Guide
🖨 Print⏱ 5 min readThere are many steps to planning for retirement. Some are legal and financial, some are about communication, and some involve introspection – thinking about your life now and how you want to live the rest of … Continue reading
Factors to Consider when Choosing Customer Relationship Management Tools
🖨 Print⏱ 4 min readCustomer relationship management (CRM) plays an important role in documenting, tracking, and managing relationships and interactions with existing and potential customers. It allows businesses to develop stronger customer connections, improve retention, boost sales, enhance customer satisfaction, … Continue reading
How to Calculate Operating Return on Assets
🖨 Print⏱ 3 min readDuring Q3 of 2023, businesses in the United States made approximately $3.3 trillion, according to Statista. This is right behind the third quarter of 2022, when corporations in America made even more money. These figures are … Continue reading
Reduce Your Taxes by Putting the Right Assets in Your IRA
🖨 Print⏱ 5 min read Most people know the basic concept that certain types of investment accounts are tax sheltered while others are not. Think 401(k), 403(b), IRA and Roth IRA accounts, for example. What most people are not aware … Continue reading
Funding the Government, Protecting Americans from Misuse of Data, Expanding Internet Access and Improving Recycling
🖨 Print⏱ 4 min readConsolidated Appropriations Act, 2024 (HR 4366) – On March 9, the president signed the latest appropriations bill passed in time to halt a government shutdown. While this bill does authorize funding through the end of the … Continue reading
Taking a Closer Look at Trial Balances
🖨 Print⏱ 3 min readA trial balance is an accounting tool that helps businesses determine if the double entry accounting system has any mathematical errors. Once the trial balance is worked through, and the total debits and total credits equal … Continue reading
April is Financial Literacy Month: How Much Do You Know?
🖨 Print⏱ 4 min readWhat started as Youth Financial Literacy Day some years ago is now a monthlong event: Financial Literacy Month. It all started in 2003 when some U.S. legislators got together and decided that we needed more days … Continue reading