5 Investment Considerations for Small Business Owners

Reading Time: 3 minutes If you’re a small business owner, many of the best practices employed by individual investors are also available to you (of course!), but you also have some additional options and factors to weigh while creating your investment plans....

Ways to Serve Your Community during COVID

Reading Time: 2 minutes The COVID pandemic has affected everyone across the nation, from the largest cities to the smallest towns.[1] People are struggling with employment, schooling, and even the ability to buy essentials. In times like these helping your community...

Creating a Business Plan for Small Businesses

Reading Time: 2 minutes Your business plan is an important part of creating a business and a critical tool for drawing in lenders and investors. If you’re thinking about launching a small business or if you want to take your small business in a new direction, a...

Protecting Yourself from Tax Identity Theft

Reading Time: 2 minutes Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. In other cases, this type of identity theft may involve a scam artist calling on the...

Retirement Planning: To Roth or Not to Roth?

Reading Time: 4 minutes When saving for retirement, it often makes sense to contribute to employer-sponsored retirement plans to take advantage of any available employer match opportunities. However, not everyone has access to an employer-sponsored plan. Even if you...