Archive for August, 2015

Three Things You Should Know About Inheriting an IRA

Posted on:  August 27th, 2015
By:  Diane Morrison

So, you’ve inherited an IRA.  First of all we’re very sorry for your loss – someone who must have been close to you has passed away.   But, secondly they thought highly enough of you to leave you some money – good for you.    As with any inheritance, things can be very complex Read More

Last Updated by Diane Morrison August 27, 2015

Choosing a Retirement Plan for Your Small Business

Posted on:  August 14th, 2015
By:  Diane Morrison

According to a recent article in the Bloomberg News, the Social Security retirement and disability (combined) fund reserves will run out in 2034. Well… regardless of that possibility, the income any taxpayer will receive from Social Security is seldom enough for a comfortable retirement. Savvy tax Read More

Last Updated by Diane Morrison August 14, 2015

The 4 Most Important Factors in Building Business Profitability

Posted on:  August 6th, 2015
By:  Bob Jones

While some businesses are more complex than others, all have one thing in common – well, really, 4 things in common.  No matter what product or service a business sells, they will build their revenue or profitability in one or more of the following ways:

Increase the number of customers
Incr Read More

Last Updated by Bob Jones August 6, 2015