by Candy | Apr 29, 2021 | Business, Featured
https://youtu.be/o23bz7E5JzA Do you have elderly family or friends who are managing their own finances? Are you concerned they may become, or have been, a victim of financial exploitation? It is important to have a conversation with them to make sure they are prepared...
by Candy | Apr 27, 2021 | Business, Community, COVID-19, Featured
This past year we have all faced many things that have changed how we work and do business and we have had to learn how to rapidly adapt and change our business practices in order to keep up. While entrepreneurs have made huge strides and growth in how we practice...
by Candy | Apr 23, 2021 | Business, Taxes
Many families take advantage of 529 College Saving Plans and don’t realize how to use them for tax benefits without risking their financial aid. It’s imperative withdrawals from these savings plans are for the correct reasons in order to avoid income tax; for...
by Candy | Apr 22, 2021 | COVID-19, Taxes
https://youtu.be/vmVeoUs57so Are you a college student (or the parent of one) wondering how financial aid is going to affect your taxes? Are you concerned COVID grants are taxable income or will affect your future financial aid? I have great news for you! Emergency...
by Candy | Apr 20, 2021 | Business, Featured, Video Blogs
We know how exciting starting a new business can be! But something that tends to happen with new entrepreneurs of small companies is that they get too excited about the creative and fun aspects and leave behind some important basic steps of starting a successful...
