Newsletter



End Recovery Chaos
You may have heard the phrase: “Don’t do something—sit there.” That may be sage advice for small business owners who have been hustling to keep their businesses afloat this year. Taking a day to step back and reevaluate your situation and create an action plan that helps move your business forward in an orderly way could pay off in several ways. Be sure to consider these three areas:

Document Management
Begin organizing financial paperwork by understanding how long you need to keep the following records, courtesy of the IRS, but you can also use it as a guide to reduce other financial records:

Cash Flow Solutions
A recent study by U.S. Bank showed that 82% of small business and startup failures were due to cash flow issues. Many times, advance planning can help alleviate these problems. Two impactful solutions include:

August 2020 Client Profile
Lori is retired and concerned about the fallout from the pandemic affecting her finances. What steps should she take to help protect her investments?

College Graduates Seeking Jobs
Graduating in 2020 has been unconventional to say the least. From ending the semester with online coursework to virtual graduation ceremonies, graduates now face a very different economy as they set out to start their careers. Honing job-hunting skills is critical in this environment. Consider these tips to get started:

Identity Protection
With identity theft commonplace, it’s important to understand available options to help safeguard your online information.

August 2020 Q and A
Let's discuss tax deductions for freelancers and homeowners.

August 2020 Short Bits
A recent WalletHub survey reveals that 87 million Americans are worried about their credit scores as a result of the COVID-19 pandemic.

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