by Service2Client | Jun 1, 2024 | Blog, Tax and Financial News
Marriage is a major life event. One that comes with all kinds of change, including financial. After getting married, there is so much to consider, from merging bank and brokerage accounts to setting up a will; from changing your withholding to updating retirement...
by Service2Client | Jun 1, 2024 | Blog, General Business News
A credit policy explains how a company will manage lines of credit for client accounts and what procedures to follow for severely outstanding invoices. It helps a business promote a robust foundation for its working capital level. Defining a Credit Policy Unlike...
by Service2Client | Jun 1, 2024 | Blog, Financial Planning
Step 1: Develop a Budget Once you are truly good and retired – no phase-out, no gig jobs, no income-earning hobbies – most people end up living on a “fixed income.” While that income may fluctuate somewhat based on cost-of-living increases and investment gains, those...
by Service2Client | Jun 1, 2024 | Blog, Tip of the Month
There are probably few things as exciting and daunting as becoming a new dad, especially when it comes to finances. But we’ve got you! Here are a few tips to help you turn those challenges into opportunities as you walk this new life path. Create a Budget This is...
by Service2Client | Jun 1, 2024 | Blog, Congress at Work
FAA Reauthorization Act of 2024 (HR 3935) – This bipartisan bill reauthorizes funding and direction for the Federal Aviation Administration (FAA) and the National Transportation Safety Board (NTSBB) for another five years. The legislation is designed to improve air...