Reading Time: 2 minutes As of 2017, about two-thirds of all nonprofit organizations in the US had annual budgets of less than $1 million. For these non-profit organizations where every penny has a purpose, having the services of a financial professional can be...
Reading Time: 2 minutes Small businesses are part of the backbone of the US economy, providing jobs, services, products, and stability for millions of families. But how much do you really know about small businesses? Test your knowledge with our seven-question quiz....
Reading Time: 7 minutes If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared its head in the US economy after being mostly dormant for the last decade. In May 2021, the Consumer Price Index for All Urban...
Reading Time: 3 minutes New changes thanks to the American Rescue Plan Act – but just for 2021 The Child Tax Credit (CTC) was introduced through the Taxpayer Relief Act of 1997, and it was a $500-per-child nonrefundable credit to provide tax relief to families. And...
Reading Time: 2 minutes After years of investing for retirement and other goals, you may have accumulated a substantial portfolio. If you’re approaching or already enjoying retirement, there are important steps that you can take to help ensure that your...
