We hear your questions!

Our three companies work in conjunction with one another to educate our clients and provide them with the best answers or solutions to their problem. We'll be taking our most frequently asked questions and breaking them down in a blog format.

Author: Russell C. Lindsay, CPA
September 18, 2017

Do you worry about the stock market and the next crash? Are you closing in on retirement and want to ensure your nest egg is safe and secure but still grows for your future needs? How is your portfolio protected to withstand the natural ups and downs of the next round of stock market volatility?

Author: Kristine M. Goebel
July 27, 2017

Typically, you lose them long before they quit. But why?

Author: John S. Gibboney, CPA
June 14, 2017

The perks associated with credit cards can be confusing, and leave many people wondering what is the best choice? That’s a difficult question to answer because what might be best for one person, might be undesirable for you. When looking for a credit card, there seem to be endless choices of rewards cards, but we will break them down into two categories: points & cash-back. 

Author: Adam T. Hughes
May 15, 2017

Do you find yourself struggling to stay on budget, or have you always wanted more insight into your everyday spending habits? If so, there are many personal finance apps that might benefit you.

Author: Ronald P. White, CPA
April 20, 2017

Being a business owner has a lot of demands placed on you that you probably didn’t even consider while you were an employee. A few current concerns might be: obtaining new business, managing cash flow, choosing health insurance, and/or avoiding debt. One issue that may get put on the back burner is retirement planning. This is typical since you’re concerned with the daily operations of your business that retirement can seem like it’s a long time away. Surprisingly, though, that time will arrive sooner than you think.

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