Ingredients of a Successful Business Partnership

Ingredients of a Successful Business Partnership Published: 12/6/2025 Like a bundle of sticks, good business partners support each other and are less likely to crack under strain together than on their own. In fact, companies with multiple owners have a stronger chance of surviving their first five years than sole proprietorships, according to U.S. Small […]

Spend Less with These 5 Money Tips

Spend Less with These 5 Money Tips Published: 12/1/2025 Rising costs across nearly every kind of product and service have stretched everyone’s budgets, making each dollar feel a little tighter. Here are some tips to spend less to help offset the effect from these higher prices. Pay down high-interest debt. You can start spending less […]

Your Year-End Tax & Financial Checklist

Your Year-End Tax & Financial Checklist Published: 11/28/2025 Year-end is more than just wrapping gifts and planning celebrations – it’s the last chance to make smart money moves that can reduce taxes and set the stage for a confident start to the new year. Use this checklist to help cover the essentials. Check tax withholdings. […]

Getting Ready For Taxes

Getting Ready For Taxes Published: 11/25/2025 Plenty of tax changes are lining up as the calendar turns toward 2026, and knowing what’s coming can help you stay a step ahead. Before then, there’s also several moves to make filing your 2025 tax return as easy as possible.   Preparing to file your 2025 tax return […]

Defending Fair Market Value

Defending Fair Market Value Published: 11/22/2025 Fair market value (FMV) is the price that property would sell for on the open market. It is the price that would be agreed on between a willing buyer and a willing seller, with neither being required to act, and both having reasonable knowledge of the relevant facts. Source: […]

Check for Itemizing Now

Check for Itemizing Now Published: 11/18/2025 With the passage of the One Big Beautiful Bill Act (OBBB Act) many who took a standard deduction may now need to consider a potential change to itemizing. If this could be you, it is better to know this now, when you can still take tax advantage of your […]

Leveraging Gift Rules to Your Advantage

Leveraging Gift Rules to Your Advantage Published: 11/10/2025 As you or your family members approach retirement years, it’s important to have a basic understanding of the IRS gift giving rules. With this understanding, there are opportunities to leverage this tax law without creating a tax problem. The rules You may give up to $19,000 to […]

Frugality vs. Free-Spending: Finding Your Financial Sweet Spot

Frugality vs. Free-Spending: Finding Your Financial Sweet Spot Published: 11/10/2025 Money has a way of testing balance. Lean too far toward penny-pinching and life feels tight and restricted. Tip the other way into carefree spending and it’s easy to lose financial footing. Here are some practical tips to help find a healthy balance.   Two […]

Year-End Tax Planning Tips for Your Business

Year-End Tax Planning Tips for Your Business Published: 11/14/2025 As 2025 winds down, here are some ideas to help you prepare for filing your upcoming tax return: Informational returns. Identify all vendors who require a 1099-MISC and a 1099-NEC. Obtain tax identification numbers (TINs) for each of these vendors if you have not already done […]

5 Financial Terms Everyone Should Know

Key Tax Planning Topics to Consider Published: 10/10/2025 Money impacts nearly every part of life. Whether you’re just starting your career, running a household, or trying to grow your savings, understanding a few key terms can give you a real advantage. Here are 5 financial terms that you should understand to help better manage your […]