NEWS & RESOURCES

Debunking Money Myths: How Business Owners Can Save in Today’s Economy

April 11, 2025

Authored by: Adelae Winters, Financial Advisor  Debunking Money Myths: How Business Owners Can Save in Today’s Economy In today’s economic climate, many believe that saving money is nearly impossible. With rising housing costs, inflation impacting everyday expenses, and economic uncertainty,…

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Gifting Strategies to Maximize Tax Benefits

April 11, 2025

Authored by: Kyle Meissner, CPA Understanding the Gift Tax and Its Role in Estate Planning The gift tax is one of the most misunderstood areas of tax law, but it’s also one of the most important for those looking to…

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10 Steps to Spring Clean Your Finances This Month

March 13, 2025

Authored by: Jason Underwood, CFP, Financial Advisor  10 Ways to Spring Cleaning Your Finances This Month Spring isn’t just a time to freshen up our living spaces, it’s also the perfect opportunity to revitalize our finances. Just as we declutter…

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Maximizing Your Retirement and Health Savings Contributions

March 12, 2025

Authored by: Cindy Ulrich, CPA Maximizing Your Retirement and Health Savings Contributions As we near the end of the 2024 tax year, it’s important to remember that you still have opportunities to optimize your financial plan and potentially reduce your…

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401K vs IRA

February 19, 2025

Authored by: Adelae Winters Retirement Plan Types Most people have at least heard of two prevalent types of retirement plans: the 401(k) and the IRA. Deciding which is appropriate for you, however, is another story. Having a basic understanding of…

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Demystifying Depreciation for Business

February 11, 2025

Authored by: Nathan Cacka Understanding Depreciation: A Key Tax Tool for Businesses Many business owners have heard of depreciation but might wonder how it works and why it matters for tax purposes. In simple terms, depreciation is the process of…

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