When it comes to your financial future and long-term success, your investment manager plays a powerful role. Serving as your guide for wealth management, an investment manager is your partner for fulfilling your financial ambitions, and developing strategies to help you reach these milestones.  However, not all investment management services are created equal. That is...Read More

When it comes to tax preparation and planning, mistakes are easy to make.   From basic information to possible deductions, a far-reaching range of pitfalls that result in an IRS audit or a missed opportunity to save money.  According to  a 2015 report, federal tax laws and regulations have grown to over 10 million words in...Read More

With the easing of the global pandemic coupled with a rise in inflation, 2022 saw several broad financial changes that naturally resulted in changes to Americans’ annual taxes. Some of these changes were beneficial. For example, a shift in the tax brackets due to inflation or an increase in the standard deductions. Additionally, other changes...Read More

‘Tis the season when many Americans embrace the giving spirit and contribute to their favorite charities by donating items, time, and money. With the end of the year rapidly approaching, it’s a good time to review how your generosity may play a role in your 2022 tax preparation and planning.  Donations and charitable contributions can...Read More

Small businesses rely on cash flow, and the last several years have been exceptionally challenging for businesses to survive for more reasons than one. The pandemic caused businesses to come to a virtual standstill in myriad industries. Therefore, this cessation in operations naturally trickled into other companies and industries. With a shortage in supplies, limited...Read More

Since the start of the Coronavirus pandemic, more and more Americans have abandoned a traditional 9-to-5 office job lifestyle. Instead, millions of people have used the rise of home offices, Zoom meetings, and remote work capabilities to follow their own paths. This includes starting a business, becoming an independent contractor, or simply picking up a...Read More

Welcome to the world where tax and real estate are both combined and tricky to navigate. It doesn’t always have to be like that, though, especially when you understand what you are getting yourself into. We could run through all the numbers and rates to get technical. However, let’s focus on the details that may...Read More

 Nobody wants to work until their old age, so having a retirement plan ensures that you are financially secured and can live a stress free life. There are different types of retirement plans, but all require saving & investing your money now in order to use it later when it has grown.  The most popular...Read More

A business exit strategy is an important plan that every business owner should have in order to  manage their finances better when they have to leave the business in the future. Many reasons that may lead to ending a business and an exit strategy ensures that a business owner has a way to reduce or...Read More

Among many things you need to expand your startup business, sufficient capital is essential to get your business to the next step. In order to get capital growth, most businesses get a loan from financial institutions. However, the process of securing a loan for startups is not as easy as compared to an established business....Read More