Top Tips for Small Business Owners to Organize Tax Records
March 31, 2023
By Caleb Arringdale,Tax Advisor For some small business owners, tax season is the time of year when they can’t use their dining room table because it’s
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By Caleb Arringdale,Tax Advisor For some small business owners, tax season is the time of year when they can’t use their dining room table because it’s
By Caleb Arringdale,Tax Advisor Probably the biggest reason people get stressed about doing their taxes is because they haven’t kept good records during the year. Nobody
By Aristotle Makris, CPA, CFP® Congress first passed the Secure Act in 2019 in an effort to improve retirement-savings opportunities for Americans. At the end of 2022, Congress updated
Andy Baxley, CFP®, CIMA®, CeFT®, Sr. Financial Planner, explores some of the reasons why you might want to avoid SPIAs and consider alternative strategies for generating
Andy Baxley, CFP®, CIMA®, Sr Financial Planner In light of the recent news around Silicon Valley Bank and in anticipation of related client questions, we’ve put
In this CNBC article, Jude Boudreaux shares knowledge and suggestions on FDIC insurance. Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in the Chicago and New Orleans offices of
Consider everything investors have been through in recent years: a global pandemic, rapid inflation, war in Europe, and volatile stock and bond markets. It’s reasonable to
KEY TAKEAWAYS It was an up-and-down year for markets—in the end, one with more down than up. The world gave financial markets a lot to process. The coronavirus pandemic eased
By Michelle Maton, Senior Financial Planner, CFP®, EA, CeFT® It’s always difficult to lose a loved one. When that loss is accompanied by a large inheritance,
By Aristotle Makris, CPA, CFP® In late 2022 as part of a major budget bill, Congress passed the Secure Act 2.0, which includes dozens of new
Think back to December 2019. The economy was humming. Unemployment, interest rates, and inflation were at historically low levels. But then what happened? A global pandemic
One of the best things about markets is that they don’t have memories. They don’t remember what happened last week or last year. They don’t even
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ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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