Resource Articles
KPIs to Keep Your Business Profitable
By: Charlie Miracle, CPA, Member, and Director of Client Accounting Services Many businesses develop a list of key performance indicators (KPIs) to track profitability and spot issues before they become…
Read MoreWhat Is a Roth 401(k)?
By: Jason Underwood, Financial Advisor CNC Financial Group, LLC While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s. Since…
Read MoreSeparating the Signal from the Noise
Provided By: Adelae Winters, Financial Advisor CNC Financial Group, LLC What kind of role can a financial professional play for an investor? The answer: an important one. While the value…
Read MoreThree Ways to Protect Your Organization From Fraud and Scams
By: Sam Mack, Senior Accountant Cordell, Neher & Company, PLLC Business owners spend a lot of time and effort ensuring their operations run smoothly, from delivering quality goods and services…
Read MoreRetirement Seen Through Your Eyes
By: Jason Underwood, Financial Advisor CNC Financial Group, LLC How do you picture your future? Some see retirement as a time to start a new career. Others see it as a…
Read MoreBudget Check-Up: Tax Time Is The Right Time
By: Adelae Winters, Wealth Management Specialist & Financial Advisor Every year, about 150 million households file their federal tax returns. For many, the process involves digging through shoe boxes full of…
Read MoreChoices for Your 401(k) at a Former Employer
Adelae Winters, Wealth Management Specialist CNC Financial Group, LLC One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a…
Read MoreEmployer Tax Benefits of Student Loan Repayment Programs
By: Jennifer Babcock, Manager and CPA Cordell, Neher & Company, PLLC The sheer amount of student loan debt individuals are graduating from higher education with has been increasingly covered in…
Read MoreHow to Increase Your Board’s Financial Literacy
By: Mekea Roseman, Senior Accountant Cordell, Neher & Company, PLLC Board decisions can sometimes affect an organization’s finances, so nonprofit board members should understand basic accounting principles and how these…
Read MorePlan for tomorrow, today
Jason Underwood, Financial Advisor CNC Financial Group That seems like sensible advice, doesn’t it? Yet a surprising number of people leave no estate plan in place for their survivors. It…
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