How to Protect Your Business from Cyber Threats
This blog provides strategies to protect your business from cyber threats, including employee training, strong password policies, software updates, and incident response planning.
Fall Planning for Your Finances: A Clean Year-End Reset
Fall finance guide: practical steps for investing, taxes, estate planning, and charitable giving—plus a holiday budget to start 2026 on track.
The Benefits of Financial Literacy for Teens and Young Adults
This blog highlights the importance of financial literacy for teens and young adults, covering key benefits like budgeting, saving, avoiding debt, and building financial independence.
What’s Still Possible for 2024 (as of October 2025): Last-Minute Retirement Plan Options for Business Owners
If you filed an extension and you’re looking for ways to make a 2024 retirement plan contribution right now, you still have options. Below is a practical, plain-English guide to what’s possible, what’s no longer available, and how to choose the right path based on your entity type and deadlines.
How to Recover from a Financial Setback: Strategies for Rebuilding
This blog provides practical strategies for recovering from a financial setback, including budgeting, debt repayment, increasing income, and rebuilding financial stability.
Paper Checks Are Ending September 30, 2025—What You Need to Do Now
Paper checks end Sept 30, 2025. Learn how to switch to direct deposit for IRS refunds & benefits, avoid delays, and protect payments with our quick checklist.
Why Home Insurance Rates Have Skyrocketed—and What You Can Do About It
Home insurance premiums have surged in recent years due to rising costs and insurer losses. Learn why rates are climbing and how shopping multiple carriers and brokers can help you save while protecting your home.
Trump Accounts: Quick FAQs
Get clear, up-to-date answers about Trump Accounts under the One Big Beautiful Bill—eligibility, government seed funding, contribution limits, tax benefits, and what is still under clarification
Everything We Know (and Don’t Yet Know) About the New “Trump Accounts”
Trump Accounts, created under the One Big Beautiful Bill, give eligible children $1,000 at birth plus $5,000/year in contributions. Learn how these new accounts grow tax-deferred, when funds can be used, and what families should know for long-term planning.
Quarterly Estimated Taxes: Due Today (September 15, 2025)
Q3 estimated taxes are due today—Sept 15, 2025. Learn who should pay, how much, and the fastest ways to submit to avoid penalties
The One Big Beautiful Bill: What Retirees Over 65 Need to Know
Are you over 65? Learn how the One Big Beautiful Bill impacts your income taxes, Medicare premiums, and retirement planning. Explore strategies to lower taxes and protect your retirement income.
Laid Off? Here Are Your Next Steps
Laid off? Learn the key financial steps to take after a job loss—from reviewing severance and healthcare options to managing your 401(k) and updating your long-term plan. Discover how to regain clarity and confidence in your financial future.