Financial Planning Insights

Filing taxes is nobody’s favorite thing to do. With all the paperwork, forms, and numbers, the results can really upset taxpayers. 

If you start to notice a trend where your overhead costs are starting to take bigger and bigger portions of your revenue, it might be time to re-evaluate your spending habits. So, how do you start? The best first step to take is to review everything. Reviewing your most current list of overhead costs and selecting items that are no longer..

Any person or company that is providing a service needs to have E&O coverage, which is the insurance that protects against errors and omissions. If a business owner is providing a service as a part of his or her job description than E&O coverage should be in place for protection against a liability accident, employee mistake, or unnoticed..

There are always risks involved with being in business; how owners manage these risks often determines their long-term sustainability and profitability. There are many factors to consider when assessing and guarding against these risks, thus, being proactive in managing them is wise. We're here to lay down the foundation for risk management..

Risk management is the process of pinpointing possible risks, evaluating them, and highlighting them. It also involves laying down extenuation measures to minimize or even reduce the possibility of occurrence of such risks to zero. Such risks include potential financial crises, project investment failure, credit risks, natural disasters, accidents..