🖨 Print⏱ 4 min readGosh, it feels great to get that tax refund. Dreams of a much-needed vacation or a splurge on something you’ve been craving might be running through your mind. However, as unexciting as this sounds, you might want to spend this chunk of change on things that really matter. Here’s a list … Continue reading “6 Ways to Use Your Tax Refund”
🖨 Print⏱ 3 min readUkraine Security Supplemental Appropriations Act, 2024 (HR 8035) – Introduced on April 17, this bill authorizes $60 billion to provide military aid to support Ukraine in its war against Russian invasion. More than a third of this allocation will fund U.S. manufacturing for the replenishment of weapons, stocks and facilities. The … Continue reading “Funding Foreign Military and Humanitarian Aid, Setting up a Tik Tok Ban, and Re-Authorizing Foreign Surveillance on U.S. Soil”
🖨 Print⏱ 3 min readWhen it comes to any business, but especially for a start-up, it’s essential to determine how long a company can survive before it must declare bankruptcy and/or close its doors. The biggest metric, especially for a start-up, is to determine how much money a company has to keep its lights on. … Continue reading “Defining Burn Rate, Gross Burn and Net Burn”
🖨 Print⏱ 5 min read Most people know the basic concept that certain types of investment accounts are tax sheltered while others are not. Think 401(k), 403(b), IRA and Roth IRA accounts, for example. What most people are not aware of is how you split your investment positions between your taxable and non-taxable accounts can … Continue reading “Reduce Your Taxes by Putting the Right Assets in Your IRA”
🖨 Print⏱ 4 min readModern business today is dominated by digital transactions and interactions. Businesses are increasingly storing customers’ personal information, which is potentially accessible without the customers’ knowledge or consent. Therefore, understanding the significance and implications of digital trust will help businesses foster it, as it is crucial for success. What is Digital Trust? … Continue reading “Importance of Fostering Digital Trust in Today’s Businesses”
🖨 Print⏱ 4 min readOne of the more insightful quotes of baseball great Yogi Berra was, “If you don’t know where you’re going, you’ll end up someplace else.” When you’re young, first starting out in life and career, the path to professional success and personal fulfillment isn’t always clear. Most people start out on a … Continue reading “Part 1: Pre-Retirement Planning Guide”
🖨 Print⏱ 4 min readWhat started as Youth Financial Literacy Day some years ago is now a monthlong event: Financial Literacy Month. It all started in 2003 when some U.S. legislators got together and decided that we needed more days dedicated to this topic. So, what does that mean for us? Plenty. It’s one month … Continue reading “April is Financial Literacy Month: How Much Do You Know?”
🖨 Print⏱ 4 min readConsolidated Appropriations Act, 2024 (HR 4366) – On March 9, the president signed the latest appropriations bill passed in time to halt a government shutdown. While this bill does authorize funding through the end of the fiscal year (Sept. 30), it only addresses six of the 12 bills necessary to fully … Continue reading “Funding the Government, Protecting Americans from Misuse of Data, Expanding Internet Access and Improving Recycling”
🖨 Print⏱ 4 min read The U.S. Treasury recently enacted a new reporting requirement aimed at quashing illicit financial transactions. The agency believes that corporate anonymity is enabling money laundering, terrorism, and drug trafficking. As part of the 2021 Corporate Transparency Act (CTA), certain companies are now required to report information about their beneficial owners. … Continue reading “U.S. Beneficial Ownership Information Reporting Begins”
🖨 Print⏱ 4 min readTechnological advancements have ushered in a new era of cybercrime, with deepfakes and social engineering tactics at the forefront of fraudulent activities. CEO and CFO fraud has become increasingly widespread, posing significant threats to organizations worldwide. Understanding CEO and CFO Fraud CEO and CFO fraud involves cybercriminals impersonating executives to manipulate … Continue reading “Deepfakes and Social Engineering: The New Face of CEO and CFO Fraud”