Taxes are a tricky business, which is why it’s often best to leave tax prep to qualified professionals. But finding someone you can trust to handle such a vital part of your financial health can be equally as complicated. When searching for a tax professional, what qualities should you seek out, and how?  

Qualities to Look for in a Tax Professional

Taxes are a tricky business, which is why it’s often best to leave tax prep to qualified professionals. But finding someone you can trust to handle such a vital part of your financial health can be equally as complicated. When ...
Self-Employment Retirement Planning

Self-Employment Retirement Planning

You’ve spent years being your own boss. While the experience has been liberating and rewarding, it makes retirement much more challenging when you’ve lived with your job for so long. While traditionally-employed workers simply ...
In order to keep your business—not to mention your customers’ passwords, credit card details and social security numbers—safe, be sure to follow these tips for avoiding online data breaches.

How to Avoid Online Data Breaches

The threat of online data breaches continues to put millions of Americans at risk for identity theft and the potential dangers posed to businesses are, in some ways, even greater. The hit to a business’s credibility after a ...
While banking online is certainly a feat that will make your life easier, there are some things that people do without even realizing it can be hazardous to your account safety.

Five Common Online Banking Mistakes

Many will argue that banking online has been the best invention since sliced bread. And there’s no doubt about that: no more statements and papers — everything is on your computer or mobile device, right at your fingertips. But ...
When you need funds to grow your business or to launch a new idea for a startup, you quickly become aware that certain types of lending require you to relinquish partial ownership of the business.When you need funds to grow your business or to launch a new idea for a startup, you quickly become aware that certain types of lending require you to relinquish partial ownership of the business.

Financing Your Business without Losing Ownership

When you need funds to grow your business or to launch a new idea for a startup, you quickly become aware that certain types of lending require you to relinquish partial ownership of the business. Because of this, the desire to ...
From crowdsourcing to credit cards, there are myriad options to sift through when trying to finance your business. Getting a loan from your local financial institution is still a top choice for small business owners for a variety of reasons.

Your Financial Institution Is Still Your Best Bet

From crowdsourcing to credit cards, there are myriad options to sift through when trying to finance your business. But as the saying goes, “if it ain’t broke don’t fix it” — and that holds true with business lending. ...
Online banking is convenient, efficient and simplifies your finance management immensely. The good news is that you can protect yourself, and your assets. To reduce your odds of being hacked, follow these steps.

Online Banking: How to Avoid Being Hacked

Online banking is convenient, efficient and simplifies your finance management immensely. No more statements and papers — everything is on your computer or mobile device, right at your fingertips. However, that comes with a ...
When you start a business, you need to choose an accounting method for bookkeeping and for reporting your income and expenses to the IRS on your tax return. Two of the most popular ways to do this are the cash method and the accrual method.

What is Accrual Accounting?

When you start a business, you need to choose an accounting method for bookkeeping and for reporting your income and expenses to the IRS on your tax return. Two of the most popular ways to do this are the cash method and the accrual ...
Whether your business is just starting or has been running strong for years, there is one thing you should do right away if you haven’t already: separate your personal and business financials. It can be tempting to keep your money all in one place, but in reality it can open you up to trouble. The following suggestions will help you keep everything straight.

Keeping Business and Personal Finances Separate

Whether your business is just starting or has been running strong for years, there is one thing you should do right away if you haven’t already: separate your personal and business financials. It can be tempting to keep your ...
Lenders look at many different factors when considering whether to approve a small-business loan application and, if approved, the amount to give. Some of these are concrete numbers, like your credit score, and others are more ambiguous, such as your character.

What Lenders Look for in a Small Business

Lenders look at many different factors when considering whether to approve a small-business loan application and, if approved, the amount to give. Some of these are concrete numbers, like your credit score, and others are more ...