by Lori Bowden | Aug 4, 2026 | Financial Planning, Tax & Accounting
Families looking for another way to save for a child’s future may want to consider Section 530A accounts. Created by the 2025 tax legislation commonly referred to as the One Big Beautiful Bill Act, these tax-advantaged savings accounts, also known as Trump Accounts,...
by Lori Bowden | Aug 3, 2026 | Financial Planning, Tax & Accounting
Access to capital helps small businesses succeed and grow. Whether you need to cover cash flow gaps, fund expansion plans or invest in long-term assets, it’s important to understand all your financing options. This will help you make informed decisions and select...
by Lori Bowden | Aug 1, 2026 | Financial Planning, Tax & Accounting
If you’re single with no children, an estate plan can help ensure your wishes will be carried out and important decisions remain in trusted hands. Without a will, state intestacy laws generally determine who inherits assets. While beneficiary designations may control...
by Lori Bowden | Jul 4, 2026 | Financial Planning
Offering employees retirement options can be an effective way for small business owners to attract and retain talent. If you’re concerned about cost and administrative complexity, you’re not alone. Fortunately, several options are available, including a Simplified...
by Lori Bowden | Jul 2, 2026 | Financial Planning
An emergency fund is key to long-term financial security. Over time, changes in expenses, income, family needs and financial priorities can affect how much emergency savings you need. Regularly reviewing your reserves can help ensure they’re sufficient to support your...
by Lori Bowden | May 2, 2026 | Financial Planning, Tax & Accounting
Getting a large inheritance can create new financial opportunities. But it’s important to handle inherited assets carefully, especially when it comes to taxes and planning. Understanding relevant tax rules can help you avoid surprises and make informed decisions. Know...
