Part 2: Pre-Retirement Planning Guide
Part 2: Pre-Retirement Planning Guide
CPA Troy, MI
Part 2: Pre-Retirement Planning Guide
🖨 Print⏱ 3 min read Anyone who lives in a highly seasonal tourist destination knows you can make money on short-term rentals during events and festivities in your city or town. Think high concentration, short-term, tourist-driven events such as horse racing season in Saratoga Springs, N.Y., or The Masters Tournament […]
🖨 Print⏱ 4 min readGosh, it feels great to get that tax refund. Dreams of a much-needed vacation or a splurge on something you’ve been craving might be running through your mind. However, as unexciting as this sounds, you might want to spend this chunk of change on things that […]
🖨 Print⏱ 3 min readWhen it comes to any business, but especially for a start-up, it’s essential to determine how long a company can survive before it must declare bankruptcy and/or close its doors. The biggest metric, especially for a start-up, is to determine how much money a company has […]
🖨 Print⏱ 4 min readWhat started as Youth Financial Literacy Day some years ago is now a monthlong event: Financial Literacy Month. It all started in 2003 when some U.S. legislators got together and decided that we needed more days dedicated to this topic. So, what does that mean for […]
HR 4366, HR 7521, HR 7520, HR 1752, HR 6276, HR 1046
Fostering Digital Trust
🖨 Print⏱ 5 min read Most people know the basic concept that certain types of investment accounts are tax sheltered while others are not. Think 401(k), 403(b), IRA and Roth IRA accounts, for example. What most people are not aware of is how you split your investment positions between your […]
Pre-Retirement Planning Guide
🖨 Print⏱ 3 min readA trial balance is an accounting tool that helps businesses determine if the double entry accounting system has any mathematical errors. Once the trial balance is worked through, and the total debits and total credits equal each other, we know there are no mathematical errors – […]