Blog

To view or download the PDF click here. To download the video click here.Read More

To view or download the PDF click here. To download the video click here.Read More

Was your loan necessary? Or did you have other sources of liquidity to support operations? Everyone was worried about their businesses when COVIN-19 struck and the SBA was offering Paycheck Protection Relief (referred to as PPP).  Many businesses applied and generally ignored language in the CARES Act that the loan was “necessary to support the...Read More

To view or download the PDF click here. To download the video click here.Read More

To view or download the PDF click here. To download the video click here.Read More

Today’s low tax rates may not last! Consider with your tax and financial advisors to convert tax deferred accounts like Traditional IRAs to a Roth IRA! This is called a Roth Conversion. Advantage: Take advantage of paying tax at today’s low rates and have all the money in your Roth plus earnings, grow tax free....Read More

Fostering a lifetime of responsible money skills and habits takes more than just a theory or a casual conversation. Rockin’ Finance educational video series. To view or download the PDF click here. To download the video click here. In what ways do you teach your kids about finance? Discussing finance with kids can be intimidating...Read More