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Year End Planning

4 red flags of an unreliable budget

Budgeting, Small Business, Small Business Owners, Strategic Business Planning, Year End Planning /

Every business should prepare an annual budget. Creating a comprehensive, realistic spending plan allows you to identify potential shortages of cash, possible constraints on your capacity to fulfill strategic objectives, and other threats. Whether you’ve already put together a 2022 budget or still need to get on that before year-end, here are four red flags […]

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Year-end tax and financial to-do list for individuals

529 Saving Plan, Charitable, Contributions, Donations, Flexable Spending Accounts, FSA, HSA, Income Tax, Individual Income Tax, Internal Revenue Service, IRA, Qualified Charitable Distribution (QCD), Required Minimum Distributions (RMD), Tax-Advantaged Savings, Year End Planning /

With the dawn of 2019 on the near horizon, here’s a quick list of tax and financial to-dos you should address before 2018 ends: Check your FSA balance. If you have a Flexible Spending Account (FSA) for health care expenses, you need to incur qualifying expenses by December 31 to use up these funds or

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