Understanding the Difference Between Accrual and Cash Accounting Article, Bookkeeping, Taxes

Understanding the Difference Between Accrual and Cash Accounting

...tax strategy. Conclusion In the world of rental property investing, the choice between accrual and cash-based accounting is not a...

How to Invest in Retirement Article, Financial Planning, How to Invest, Retirement Planning

How to Invest in Retirement

...Traditional Individual Retirement Accounts (IRAs) Roth IRAs 401(k) Plans Self-Employed Retirement Plans Investing in Stocks Introduction to Stock Market Investing...

Pay Down Mortgage or Invest? From Our President, How to Invest

Pay Down Mortgage or Invest?

...comes to investing (in non-retirement investments). This alone gives a slight edge to investing vs. mortgage paydown. I can tell...

The Ultimate Financial Planning Guide for Life's Major Milestones Article, Financial Planning

The Ultimate Financial Planning Guide for Life’s Major Milestones

...Investing in a 529 plan is a smart way to save for your child’s education. A 529 plan is a...

Simplifying Bookkeeping: A Practical Guide for Small Business Owners Article, Bookkeeping, Taxes

Simplifying Bookkeeping: A Practical Guide for Small Business Owners

...these individual ledgers should feed into a master ledger that provides a comprehensive overview of your financial transactions. This centralized...

What’s the Difference Between a Bookkeeper and a CPA? Article, Bookkeeping, Taxes

What’s the Difference Between a Bookkeeper and a CPA?

...planning, auditing, and strategic financial consulting. Key Differences: Bookkeepers vs. CPAs While both bookkeepers and CPAs play crucial roles in...

Rip Van Winkle From Our President, How to Invest

Rip Van Winkle

https://youtu.be/NkMmr-Z-t9Q Table of Contents Rip Van Winkle The Investing Analogy Let’s Go Back In Time Rip Van Winkle I love...

Small Business Accounting: A Guide for Sustainable Financial Management Article, Bookkeeping, Taxes

Small Business Accounting: A Guide for Sustainable Financial Management

...and drive your company’s growth. Understanding the Role of a Bookkeeper vs. a CPA One of the first decisions small...

Fiduciary vs. Financial Advisor Article, Financial Planning

Fiduciary vs. Financial Advisor: Understanding the Difference

Table of Contents Fiduciary vs. Financial Advisor What is a Fiduciary? Responsibilities of a Fiduciary What is a Financial Advisor?...

Auto-Increase: Today’s Financial Planning Hack From Our President, Hot Topics

Auto-Increase: Today’s Financial Planning Hack

...week and as always stay wealthy, stay healthy, and stay happy! Hypothetical figures are used for illustrative purposes only. Investing...

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