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A healthy twist on holiday dessert favorites

The holidays are all about spreading cheer…not calories and cavities. So, why not try a few dessert recipes that put a healthier spin on some h...
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Hosting an employee holiday party that is festive, frugal and free of stress

Hosting a holiday party for your staff is one of the best ways to show them you care—while also creating some meaningful, team-driven memories....
Read more about Hosting an employee holiday party that is festive, frugal and free of stress ➞

Thinking about retiring? Here’s an easy 5-step calculation to see where you stand.

If you have retirement on your mind, the big question is this: Are you in a financial position to do so? While nothing replaces the advice of a season...
Read more about Thinking about retiring? Here’s an easy 5-step calculation to see where you stand. ➞

Enjoy the deals without the Black Friday rush this year

If you’re not a fan of Black Friday chaos—you know…the crowds, the rush, the relentless search for a parking space—then ditch...
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What you need to know about the new overtime rule

The Department of Labor (DOL) announced a final rule that allows a much larger pool of employees to earn overtime if they work more than 40 hours per...
Read more about What you need to know about the new overtime rule ➞

Launching another business? Be sure to cover a few business basics…

If you’re starting a second business, then you know everything that’s involved with a business launch. However, there are a few business b...
Read more about Launching another business? Be sure to cover a few business basics… ➞

3 cybersecurity tips to protect your small business

The 2019 small and midsized business (SMB) Cyberthreat Study from Keeper Security reported that nearly two out of three SMB owners do not feel threate...
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De-stress your workday!

We can all get caught up in the day…meetings, calls, texts, emails and the myriad of other workday demands that pile up quickly and can create...
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About to get grillin' for Labor Day? Mind a few of our safety tips first.

Labor Day is upon us—a popular holiday that is dedicated to the millions of women and men who keep this country going strong. For many, it also...
Read more about About to get grillin' for Labor Day? Mind a few of our safety tips first. ➞

Back to school on a budget: 4 solid tips to save you money

Let’s face it. Kids aren’t cheap, so you have to save money where you can. Back-to-school shopping is a good place to start because costs...
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$700 million is what Equifax will pay out as a result of its data breach. Make sure you get your share.

According to the commission's online claims process, those whose personal information was exposed can opt for 10 years of free credit monitoring, whic...
Read more about $700 million is what Equifax will pay out as a result of its data breach. Make sure you get your share. ➞

Deducting kid’s summer camp and daycare costs under the Child and Dependent Care Credit

With all the tax law changes this year, be sure that you are getting your just deductions in the coming tax season. That is, qualifying deductions tha...
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Traveling safe: Tips to keep you secure while on the road

These days, we seem to have endless articles on IT security while traveling, but far fewer on physical safety. Because summer can be big travel months...
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Get up, get out and have some cost-effective fun this summer!

As your trusted advisor, we are always looking for ways to improve your financial health—and that doesn’t stop at business activity. We al...
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June is National Safety Month! Tips for augmenting your marketing efforts.

June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to h...
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