Knowledge Hub
Expert insights on retirement, tax planning, investment, and wealth management.
Showing 157–168 of 175 articles
Since the arrival of the COVID-19 pandemic, the Small Business Administration (SBA) Paycheck Protection Program (PPP) loans and Economic Injury Disaster Loans (EIDLs) have gotten t…
Read more → If you have children under the age of 18 and you file your business tax return as a proprietorship or partnership, you can find big savings in the work your children do for your bu…
Read more → Last month we wrote about the need for a good mileage log and showed you what it takes, in What Is the Unpardonable Sin in an IRS Audit? Here we are going to tell you a true story …
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What are some of the must-have digital tools for your independent financial advisory practice? In this article, we walk you through the top ten digital tools to increase productivi…
Read more → Why is it time for independent financial advisors to embrace digital transformation? We dive in to address this question in detail and understand why financial advisors are going d…
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“Expect the best. Prepare for the worst. Capitalize on what comes.”, these words by Zig Ziglar, capture the essence of what’s going on with the financial advisory sector today. Fin…
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A good financial advisor website is not just important—it’s critical. Unless your firm is in a unique situation where you get a lot of foot traffic, your website is the most visibl…
Read more → Only about 1 in 4 people in our country have taken essential steps for effective retirement planning. But it’s a requirement so you won’t run out of money in retirement. You can en…
Read more → Suppose you just received that lovely letter from the IRS telling you that you are the subject of an IRS audit. What one record receives special attention? What one record can crea…
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Question My home business did not get affected by the COVID-19 pandemic, but I’ve lost about $30,000 in revenue year-to-date because clients didn’t have money to pay me. Also, my s…
Read more → You should always carefully read the loan documents before borrowing money for your business. This is doubly true when you borrow money from the government. Case in point: the Smal…
Read more → How our advisor world has changed these past several months! The industry norm of face-to-face meetings has been radically changed so now more than ever instilling trust and transp…
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