Blogs

The Big Mañana: Why February is Truly the Beginning of the Calendar Year for Business Owners 2/03/2025

As we put the celebrations and holiday cheer of the season behind us, it can be difficult for many business owners to jumpstart the energy and action envisioned for the new year. The lingering effects of the holiday season, often referred to as the "holiday hangover," can slow down productivity and...

Take the High Ground in 2025 1/01/2025

This past year has generated a seemingly endless stream of issues and events that mystify, petrify, confuse, and enrage us. Stifling inflation, global conflicts, international trade fears including the possibility of aggressive tariffs, domestic terrorism and the specter of the largest deportation...

Giving Starts at Work 12/04/2024

In the non-profit world, the 4th quarter of every year is known as the “giving season.” As much as 50% of all contributions to non-profits comes during the year’s end. Yes, the spirit of the holidays can add glitter to the idea of giving, but in truth, the tax benefit of making cash donations plays...

Bittersweet October 10/02/2024

In a quote by Carol Bishop Hipps, October is a complex psychological moment of the year for all of us: "Bittersweet October. The mellow, messy, leaf-kicking, perfect pause between the opposing miseries of summer and winter.” Perhaps October is a “bittersweet” confusion because it was originally...

Financial Emergencies are Still Emergencies 4/20/2023

When you hear someone use the term emergency it is generally associated with a medical emergency of various sorts. One definition of emergency is: “an unforeseen combination of circumstances or the resulting state that calls for immediate action.” By any definition, there is an urgency associated...

Saver’s Credit: A Tax Credit for Retirement Savers 3/21/2023

Everyone knows that saving for retirement is a good thing, and everyone should do it. But for many of us, it’s like exercising and eating right. To actually do it takes more than just knowing it, it takes a plan and a commitment. What a lot of people don’t know, is that when you commit to a...