We’re the translators of financial mumbo jumbo.

Marriage comes with shared joys, but also joint responsibilities…like tax returns. Whether or not you’ve combined finances completely, you have two options for filing tax returns: married filing...

How Small Businesses Can Optimize Their Charitable Giving Strategies Doing good is good for business. We’d like to say, “This goes without saying,” but it’s important to acknowledge all aspects of...

It’s no secret that college costs are on the rise. Many students rely on scholarships, financial aid, or student loans to get their degree — so they can get into the workforce. However, many...

The importance of creating company culture for a small business often gets overlooked. Company culture is that elusive secret sauce that can make good companies great and great companies...

Are you curious about conservation easements? Some of our clients are, so we thought we would put out a PSA (or maybe more of a “buyer beware”) article on this interesting strategy that can...

At some point in their journey, every one of my readers has probably faced the question of how to finance a small business. Debt financing is a common practice…which does not make it a simple...