by sauser | Mar 3, 2023 | Blog
Estate Planning Actions for the Small Business Owner Two things people avoid talking about are death and money. Combining the two is estate planning—the process of arranging for the management and disposal of a person’s estate while minimizing gift, estate, generation...
by sauser | Mar 3, 2023 | Blog
High Cost of Eggs a Harbinger of a Recession? No, there are more important economic indicators and factors to consider. Eggs are a staple food item in households around the world, providing a rich source of protein and nutrients for a relatively low cost. However, as...
by sauser | Mar 3, 2023 | Blog
When your tax refund arrives from Uncle Sam, it can be tempting to spend it immediately. But there are ways that you can use your refund to your advantage. 1. Build Your Emergency Fund If your emergency fund is low, consider using your tax refund to beef it up. Most...
by sauser | Feb 1, 2023 | Blog
It was one of the worst calls I’ve ever received. I was informed by a social worker that my mom was a victim of a sweetheart scam. The news made me realize that, even though my sister is a compliance officer and I serve on the Elder Abuse and Financial...
by sauser | Feb 1, 2023 | Blog
Did you make a New Year’s resolution? The smartest one might be to get your finances in order. Click Here to see a framework for making your financial resolution stick. New Year's Financial...
by sauser | Feb 1, 2023 | Blog
Donating to a cause you care about is rewarding. Unfortunately, not all charities are created equal. Taking the proper precautions before giving ensures that your donations go to the people and organizations you want to help—and that you’re meeting both your personal...
