Step 1: Develop a BudgetOnce you are truly good and retired – no phase-out, no gig jobs, no income-earning hobbies...
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How to Develop a Credit Policy
A credit policy explains how a company will manage lines of credit for client accounts and what procedures to follow...
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Marrying a Non-U.S. Citizen? No Tax Honeymoon for You
Marriage is a major life event. One that comes with all kinds of change, including financial. After getting married, there...
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Funding Foreign Military and Humanitarian Aid, Setting up a Tik Tok Ban, and Re-Authorizing Foreign Surveillance on U.S. Soil
Ukraine Security Supplemental Appropriations Act, 2024 (HR 8035) – Introduced on April 17, this bill authorizes $60 billion to provide...
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Factors to Consider when Choosing Customer Relationship Management Tools
Customer relationship management (CRM) plays an important role in documenting, tracking, and managing relationships and interactions with existing and potential...
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6 Ways to Use Your Tax Refund
Gosh, it feels great to get that tax refund. Dreams of a much-needed vacation or a splurge on something you’ve...
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Part 2: Pre-Retirement Planning Guide
There are many steps to planning for retirement. Some are legal and financial, some are about communication, and some involve...
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How to Calculate Operating Return on Assets
During Q3 of 2023, businesses in the United States made approximately $3.3 trillion, according to Statista. This is right behind...
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‘Master’ The Augusta Rule and Save Money on Your Taxes
Anyone who lives in a highly seasonal tourist destination knows you can make money on short-term rentals during events and...
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Funding the Government, Protecting Americans from Misuse of Data, Expanding Internet Access and Improving Recycling
Consolidated Appropriations Act, 2024 (HR 4366) – On March 9, the president signed the latest appropriations bill passed in time...
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Importance of Fostering Digital Trust in Today’s Businesses
Modern business today is dominated by digital transactions and interactions. Businesses are increasingly storing customers’ personal information, which is potentially...
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April is Financial Literacy Month: How Much Do You Know?
What started as Youth Financial Literacy Day some years ago is now a monthlong event: Financial Literacy Month. It all...
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Part 1: Pre-Retirement Planning Guide
One of the more insightful quotes of baseball great Yogi Berra was, “If you don’t know where you’re going, you’ll...
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Defining Burn Rate, Gross Burn and Net Burn
When it comes to any business, but especially for a start-up, it’s essential to determine how long a company can...
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