The CARES Act: Things You Should Know
The CARES Act: 10 Things You Should Know The $2 trillion coronavirus economic stimulus bill is the single largest relief legislation in U.S. history, aimed at providing help for individuals…
Stock Market Volatility: It Helps to Look Backward
Stock Market Volatility: It Helps to Look Backward Stock Market VolatilityObviously, many of our clients are worried about the news, the headlines about coronavirus, and the drops in the stock…
Clearing Up Confusion About RMDs
Clearing Up Confusion About RMDs Last month, we posted information about how the SECURE Act has increased the age for required minimum distributions (RMDs) from 70-1/2 to 72 starting this…
What is a Personal CFO?
What is a Personal CFO? In today’s article, I felt it time to write about something near and dear to me, understanding what a personal CFO is and why each…
The Secure Act
The Secure Act Long-established retirement account rules change.The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement…
How To Build Financial Confidence.
How To Build Financial Confidence. Having talked to thousands of people about money matters and finance, I have found that most people lack financial confidence.One may ask, why this is?…
The Need For Corporate Minutes
The Need For Corporate Minutes What are Corporate Minutes?Corporate Minutes are a way of describing the notes and documentation needed to be taken from meetings that occur with corporate officers,…
Where Do We Start – What is an Asset?
Where Do We Start – What is an Asset? Where do we start?At the beginning. What is an Asset? So if you Google this question see below the results According…
Terra Firma Financial Management
TERRA FIRMA FINANCIAL MANAGEMENT I want to share what I have been thinking about for some time now. As a business owner you have a bookkeeper (accountant) to manage the…
Finding a Tax Strategist
FINDING A TAX STRATEGIST I find it funny how there are so many times that we do things but really don’t understand why we are doing them.Let me share an…