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Own It or Clone It? Deciding Between a Franchise and a Startup
Deciding between starting your own business from scratch (startup) or buying into a franchise is a huge decision — and both paths have...
Oct 62 min read


October is the New April: Smart Tax Moves Small Businesses Should Make
Waiting until December is often too late. Here's what you should do in October to lock in deductions, reduce your taxable income, and...
Oct 63 min read


Maxing Out Your 401(k) Too Early Could Cost You — Here’s Why
Most companies match 401(k) contributions per paycheck , not as a lump sum. If you max out your contributions early — say by June — you...
Oct 61 min read


Want to Build Wealth? Saving Isn’t Enough
In today’s economy, simply saving isn’t enough. Inflation chips away at your cash, and interest rates rarely outpace it. If you want...
Oct 62 min read


Brace for Impact: What a Government Shutdown Means for Your Finances
A government shutdown can affect your finances in both direct and indirect ways , depending on your job, benefits, and investments....
Oct 62 min read


How to Boost Your Credit Score by 100 Points (Not Overnight, But Pretty Fast)
A 100-point jump is possible — especially if your score is between 580–699 . Results vary, but these smart moves can get you there...
Aug 291 min read


How to Help Make Your Baby a Millionaire (Seriously)
There’s no magic formula to guarantee millionaire status — but starting early with smart investments can set your child up for serious...
Aug 292 min read


Steve Jobs' "Signal vs. Noise" Rule: The Art of Ruthless Focus
Not sure if Steve Jobs was the first to use the phrase, but he definitely made it famous. A recent interview with Kevin O'Leary brought...
Aug 282 min read


How to Maximize Your 2026 Tax Refund
With the 2026 tax year around the corner, it's never too early (or too late) to plan ahead. Whether you're a salaried employee,...
Aug 282 min read


Crypto vs Wall Street: What It Means for the Everyday Investor
Crypto heavyweights like Coinbase, Robinhood, and Kraken are setting their sights on the massive trillion dollar stock market. Their...
Aug 282 min read


5 Don'ts When Starting Your Business
DIY for legal and accounting support: Launching a business is already a risky venture, involving significant assets and time. Thus,...
Aug 11 min read


What the 'Big Beautiful Bill' Means for Your Wallet
Over the Fourth of July weekend, the “Big Beautiful Bill” sped through Congress—faster than a scene from Schoolhouse Rock! Skipping the...
Aug 12 min read


Which Savings Account Should I Use?
While HYSA (High-Yield Savings Account), MM (Money Market), and CD (Certificate of Deposit) might be familiar terms, deciding which one...
Aug 11 min read


Credit Cards Can Be Your Friend
This topic frequently arises with our Baby Boomer clients who are reluctant to change the payment method they've used for the past 40...
Aug 12 min read


🎓 Back-to-School Tax Tips for 2025
Starting a new school year can get expensive—but there are several tax breaks that can help you save money. Here’s what to know for your...
Aug 12 min read
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