Summer Reading List for Personal Finances
Since it’s summer and reading lists are top of mind, now’s the perfect time to expand your knowledge of money management and wealth building. So, whether you’re a retiree, a beginning saver or even a…
Category: News
Accounting Considerations for Business Insurance Coverages
With more than eight million small businesses in America, and more than $776 billion in net premiums issued by the insurance industry in 2022 for commercial policies (according to the Insurance Information Institute), business…
Pre-Retirement Planning Guide Budget
Once you are truly good and retired – no phase out, no gig jobs, no income-earning hobbies – most people end up living on a “fixed income.” While that income may fluctuate somewhat…
Marrying a Non-U.S. Citizen? No Tax Honeymoon for You
Marriage is a major life event. One that comes with all kinds of change, including financial. After getting married, there is so much to consider, from merging bank and brokerage accounts to setting up a will; from…
Funding for Federal Aviation, Reinforcing Supply Chains, and Deterring Iranian Terror Attacks Around the World
FAA Reauthorization Act of 2024 (HR 3935) – This bipartisan bill reauthorizes funding and direction for the Federal Aviation Administration (FAA) and the National Transportation Safety Board (NTSBB) for another…
6 Financial Tips for New Dads
There are probably few things as exciting and daunting as becoming a new dad, especially when it comes to finances. But we’ve got you! Here are a few tips to help you turn those challenges into opportunities…
How to Develop a Credit Policy
A credit policy explains how a company will manage lines of credit for client accounts, and what procedures to follow for severely outstanding invoices. It helps a business promote a robust foundation for its working capital level…
Part 2: Pre-Retirement Planning Guide
There 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 it…
‘Master’ The Augusta Rule and Save Money on Your Taxes
Anyone who lives in a highly seasonal tourist destination knows you can make money on short-term rentals during events and festivities in your city or town. Think high concentration, short-term, tourist-driven events such…
Funding Foreign Military and Humanitarian Aid, Setting up a Tik Tok Ban, and Re-Authorizing Foreign Surveillance on U.S. Soil
Ukraine Security Supplemental Appropriations Act, 2024 (HR 8035) – Introduced on April 17, this bill authorizes $60 billion to provide military aid to support Ukraine in its war against…