5 Things Your Business Needs to Do Now!

With the COVID-19 pandemic dominating the news and creating havoc in many sectors of the economy, companies are going to need to be on their “A” game to survive and thrive. Here are five essential tasks to help you do this. 1. Bring financial statements up to date A clear understanding of your company’s current […]

Documents Needed for Estate Planning

You work hard providing for your loved ones during your life. You can also provide for them when you are gone with a simple estate plan that legally conveys your desires to all your heirs. Here is a short list of some of the basic documents you should consider including in your estate plan. Information […]

Could the Coverdell ESA be the right fund for you?

As we approach graduation season, we have education costs on the brain! You’re probably familiar with 529 college savings plans. Named for Section 529 of the Internal Revenue Code, they’re also known as qualified tuition programs, and they offer tax benefits when you save for college expenses. But are you aware of a lesser-known cousin, […]