Category Archives: invest

Four tips for building an emergency fund

Planning for emergencies is like buying insurance: you pay into an account and hope you’ll never have to use it. But life happens. Cars break down. Roofs leak. Kids get injured. Having money in the bank to cover those unexpected … Continue reading

Posted in Adjusting, Business, business help, Business Owner, invest, Investing, investment, IRA, real estate, record keeping, save money, save on taxes, saving for retirement, saving money, Tax, tax bill, tax exempt, Tax Fraud, tax planning, Tax Return, taxes, Uncategorized | Tagged , , | Leave a comment

New job? Four choices for your existing 401(k)

Changing jobs and companies can be an exciting opportunity, but you have a choice to make. What will you do with the retirement savings you have accrued in your 401(k)? Consider these four choices: Withdraw the money and don’t reinvest … Continue reading

Posted in 401 k, Employee Benefits, employees, Estate, Filing Taxes, Financial Planning, invest, Investing, investment, IRA, IRS Articles, Tax, tax bill, tax planning, Tax Return, taxes, Uncategorized | Tagged , , , | Leave a comment

How much do you need to retire?

Most Americans simply don’t save enough for retirement. Nearly half (45 percent) of working-age households don’t have any retirement assets, according to the National Institute on Retirement Security. Of those working-age households close to retirement (age 55 and older) nearly … Continue reading

Posted in 401 k, Financial Planning, health insurance, invest, Investing, investment, IRA, save on taxes, saving for retirement, tax planning, Uncategorized | Tagged , , | Leave a comment

Track Use of your Vacation Home to Maximize Tax Breaks

If you own a vacation home (some boats and recreational vehicles also qualify) that you also rent out to others, keep track of who uses it during the year to maximize your tax breaks. * Meet the rules and receive … Continue reading

Posted in Business, business help, Business Owner, Filing Taxes, Financial Planning, guide, invest, Investing, investment, marketing, Tax, tax advice, tax bill, taxes, Uncategorized | Tagged , , , , , , , , , | Leave a comment

Accurate Inventory Numbers are Crucial for Your Business

     For many companies, inventory is a significant dollar amount on the company’s financial statements. So it’s crucial that recorded inventory balances reflect actual values. When such accounts aren’t properly stated, the cost of goods sold and current ratios … Continue reading

Posted in Business, business help, Business Owner, Employee Benefits, Financial Planning, guide, Inventory, invest, Investing, investment, Uncategorized | Tagged , , , , , , , , , , , | Leave a comment

Get Ready for 2016: QuickBooks Can Help

We’ll be ringing in the New Year soon. Will you have wrapped up your 2015 finances by then? There’s something very satisfying about turning our calendars to January. It always feels like a fresh start. We resolve to develop new, … Continue reading

Posted in Business, business help, Business Owner, customer, deductions, education, Employee Benefits, Financial Planning, guide, Inventory, invest, Investing, investment, marketing, New Business, Operational Accounting, Operations, Payroll, quickbooks help, QuickBooks Online, QuickBooks Tips, record keeping, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , | Leave a comment