Category Archives: Financial Management

When Should You Start Taking Social Security?

A question frequently asked by individuals who are approaching the age at which they can draw Social Security benefits is, “At what age should I begin taking my benefits?” To make an informed decision, a number of issues should be … Continue reading

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Posted in Financial Management, Personal Taxes, Retirement Plans | Leave a comment

Life Insurance for the Business Owner

An often overlooked part of the financial picture for a small business owner is life insurance. Not maintaining a life insurance policy or being under-insured can be devastating to your family and your business. Continue reading

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Financial Resolutions for the New Year

Still need some New Year’s Resolutions to ring in 2011?  Here’s a list to help get you started: Learn How to Read Financial Statements For Your Business If you run a business, develop the knowledge on how to read the … Continue reading

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TARP panel says small banks should curtail lending

After months of hearing government officials and small business leaders urging banks to lend more to small business, a TARP panel is now cautioning small banks to curtail lending. Why? Because of losses on commercial real estate loans and what … Continue reading

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I Made Money? Then Where Did the Cash Go?

By Steve Trojan, CPA One of the reasons we encourage clients to take advantage of our monthly bookkeeping or QuickBooks review plans is a question we frequently receive from many clients that see us only at tax time.  Invariably there are clients … Continue reading

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Posted in Financial Management, Operations | Tagged , | 1 Comment