The 2023 tax season is officially here, which means most taxpayers will be filing their tax return within the next month. Here are five steps you can take to help ensure the process goes as smoothly as possible this year.
Enduring the fluctuations of the market can be challenging, even for the most seasoned investors. Indeed, most of us know by now that staying the course is prudent—especially during periods of discomfort. Yet doing so may be easier said than done.
It’s natural to be skeptical about paying for financial advice. Still, there are circumstances that warrant delegating to a professional. Here are six times small business owners may need a financial advisor.
With the new year approaching, consider checking these financial to-dos off your year-end financial planning checklist before it’s too late.
Brett shares three financial best practices for small business owners–specifically, entrepreneurs who run a smaller business–to help you run a clean, efficient small business that is legal and well organized.
To avoid overpaying Uncle Sam and preserve more of your hard-earned income, consider these end-of-year tax planning tips for 2022.
As your net worth increases, creditors and predators are more likely to go after your assets. Thus, small business owners may want to consider umbrella insurance to protect your personal financial resources.
Failing to separate your business from your personal assets can be problematic in the long run. In this article, we’re sharing four reasons why business owners need a personal financial plan.
These five habits can help you retire a millionaire without relying on proceeds from the sale of your business to fund your retirement.
Brett interviews Stephanie McCullough, founder and CEO of Sofia Financial, an independent financial planning firm based in Berwyn, Pennsylvania.
Brett interviews Stephanie McCullough, founder and CEO of Sofia Financial, an independent financial planning firm based in Berwyn, Pennsylvania.
A business cash reserve can help protect you from the many challenges entrepreneurs often encounter while running a business.
