Financial Blog

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5 Tax Moves to Make Before 2025 Ends

5 Tax Moves to Make Before 2025 Ends

Want to lower your 2025 tax bill? This is the perfect time to make that happen.  If you wait til next year, it’ll be too late to make these 5 tax-saving moves. Tax Move #1: Max Out Retirement Accounts Put as much money into traditional retirement accounts as you...

HSA: The Best Retirement Account You’re Not Using

HSA: The Best Retirement Account You’re Not Using

And How to Open One Today Don’t be fooled by the name Health Savings Account (HSA)… HSAs are really retirement accounts in disguise. And if you’re eligible for an HSA, you definitely want one, because they combine all the best features of other retirement plans… and...

8 Reasons You Want a Human to Do Your Bookkeeping

8 Reasons You Want a Human to Do Your Bookkeeping

Everywhere you look, AI is taking over day-to-day tasks, allegedly freeing up time for more important work. And while a lot of people use AI every day, it’s not always the better choice. In fact, it doesn’t even always save time. There are thousands of reports and...

Does Your Business Need an Emergency Fund? (YES!)

Does Your Business Need an Emergency Fund? (YES!)

Your small business needs cash to survive. The same way you need oxygen to breathe and water to drink.  Business survival depends on positive cash flow and liquidity. And it’s especially important in times of financial uncertainty, plagued by tariffs, inflation,...