Financial Planning Articles

 

Budgeting

In recent history there has been a growing amount of concern over the financial illiteracy of our nation’s high school students. One aspect of the problem is that parents and students both assume they know what financial literacy entails, when in truth they only have part of the picture.

Posted June 16, 2016
Debt Management

All too often anyone you talk to who has student loan debt will tell you the same thing: they feel that they are making little to no progress in paying this debt off.

Posted May 27, 2016
Budgeting

Congratulations if you happen to be one of the fortunate taxpayers to receive a tax refund this year! The typical refund averages around $3,000, an amount that isn’t exactly chump change, and you’re probably wondering what you should do with all that money.

Posted May 24, 2016
Homeownership

Have you just closed on the purchase of your first home? If so, then a congratulations is in order! After years of dreaming and planning for what it would be like to finally have your very own home the dream has become a reality. You can now claim your own little piece of heaven!

Posted May 23, 2016
Investment Strategies

A Roth IRA is a form of individual retirement plan that resembles, except for certain key elements, the traditional IRA individual retirement plan. The more notable differences between the traditional IRA and the Roth IRA lie in the rules that govern their contributions and withdrawals.

Posted May 19, 2016
Employees

In a previous article posted in February 2016 we discussed the Family and Medical Leave Act of 1993 (FMLA). In this article, we will discuss what the Paid Family Leave Act (PFL) is and how it works as an adjunct to the FMNA. The FMNA and PFL work together; they do not cancel each other out or replace the other.

Posted April 27, 2016
Business Strategies

Before entering a discussion of ways to grow your business it would be worthwhile to investigate what growth really is.

Posted April 21, 2016
Employees

Big changes are coming to over-time policy.

Posted April 18, 2016
Business Tips

Crowdfunding is a tool that provides an alternative to more traditional forms of financing available from banks and other institutions.

Posted April 15, 2016
Tax Reduction Strategies

Income tax reform and President Trump are not exactly my two favorite topics. However, understanding the impact on various income tax deductions and tax credits brought about by President Trump’s attempt to “make things better” vis-à-vis tax reform should not be ignored.

Posted March 29, 2016

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