Your Business Credit Score
While your personal credit score is tied to your Social Security number, your business credit score is tied to an Employer Identification Number — or EIN. This helps you keep your personal financial information private while you build and maintain your business credit score.
California Business Tax Climate In 2024
California’s corporate tax system ranks 48th according to the Tax Foundation. The Tax Index has 5 different components, and CA ranks poorly in most of them.
10 Inflation Hacks Everyone Can Use
Mindful Spending – Create a list of things that are important to you and spend on them freely. Premium pet food, kids activities, or a backyard BBQ with friends can add lots of value to life. Then reduce or eliminate mindless expenses.
Personal Finance Resolutions - 2024
The New Year is a great time to get your personal finances in order. Here are some ideas on small steps you can take today to begin building your net worth in 2024.
Adaptive Planning Explained
Traditional financial advisors will help you with investments, but little else. Have you considered how many financial decisions you will make in the next 5 years?
Saving Money on Taxes
As 2023 comes to an end, people are asking about tax saving strategies. Here are a few to consider.
Combining Finances In A Relationship
Managing money in a relationship can be challenging, but sharing financial responsibilities can lead to stronger partnerships. According to a recent study by LendingTree, here's what we discovered about how American millennials view and manage their finances as couples.
Tax Planning Strategies
Tax evasion is illegal. Tax avoidance is encouraged. Here is how a financial advisor adds value with tax planning and strategy.