Self Employed Tax Guide: Essential Tips for Small Business Owners
Self Employed Tax Guide: Essential Tips for Small Business Owners Being self-employed comes with many perks—flexibility, independence, and the satisfaction of building something from the ground up. However, it also brings significant responsibilities, particularly when it comes to taxes. For small business owners, understanding and managing taxes is crucial for financial health and long-term success. […]
Beyond Salary: Leveraging Employee Benefits for Financial Well-Being
In today’s job market, focusing solely on salary when evaluating a job offer is increasingly seen as a narrow approach. A comprehensive employee benefits package can significantly enhance your financial well-being and overall quality of life. This blog post delves into the myriad ways you can leverage employee benefits to fortify your financial health, beyond […]
How to Protect Your Identity: A Guide to Safeguarding Your Financial Future
The 21st century has ushered in a digital revolution that has made our lives more connected and convenient than ever before. In the age of Internet banking, online shopping, and digital currencies, we’ve embraced a new level of accessibility to our finances. However, as our lives become increasingly entwined with the digital world, the importance […]
Explaining Student Loan Relief
The recent news of the Biden Administration’s Student Debt Relief Plan has generated some excitement around the otherwise dull topic of student loans. Over the past 40 years, we have seen college tuition prices triple in cost. That is even after accounting for inflation! As the price of attaining higher education became more expensive, more […]
How Much Should You Pay for an Engagement Ring?
By Andrew Baron, CFP®, EA Associate Advisor Love is in the air in February with Valentine’s right around the corner! If you have been thinking about proposing to your partner, buying a ring is a major step in the perfect proposal. The obvious question is then—how much should I spend on a ring? Forget […]
April Showers Bring May flowers: Save Now to Enjoy Later
By Andrew Baron, CFP®, EA The classic saying speaks of the beautiful flowers and warmer weather that follow the dreadful rainy season of April. Cultivating these flowers take time, but are worth the wait as a symbol of sunny warmer weather soon to come. Many of us have a similar outlook on saving, we […]
How Reputable is your Charity?
Giving to charity is as American as apple pie. U.S. News and World Report in fact ranks the United States as the most generous country on earth1. However, there are some unscrupulous actors out there so before you give, take a few points under consideration. First, there are many scammers more than willing to take […]
Beyond the Numbers: Building a Realistic Spending Plan
By Andrew Baron, CFP® The first thing to do when beginning a financial plan is to develop a spending plan. The plan should be both comprehensive enough to effectively keep track of all the moving parts and simple enough to be useable. It’s difficult to follow a plan if you barely understand it! At the […]
When It Comes to Succession Planning, Timing is Key
By Andrew Baron, CFP® You have built a business. You have overcome obstacles and celebrated successes. With your continued efforts, your business has provided for your family and your employees alike. When considering the sale of your business, the timing can present complications affecting others both directly and indirectly. First, the timing of the sale […]
Not So Happy Tax Day?
Andrew Baron, CFP® Associate Advisor Sometimes life gets the better of us and filing taxes can slip through the cracks. There can be numerous reasons for this to happen—from general procrastination to life-altering catastrophes. Regardless of your reason, anyone may request an automatic 6-month extension. This is an extension of time to file your tax […]
