Retirement Questions That Have Nothing to Do With Money
Preparing for retirement is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag. Here are some non-monetary factors to consider as you prepare for your … Read more…
11 ways your construction company can avoid accounting mistakes
One of the not-so-secret ways to run a profitable construction business is to follow sound accounting practices. Mistakes in financial reporting can be costly, potentially leading to budget overruns, cash shortfalls, delayed projects, unpaid bills and underfunded payroll. Here are … Read more…
In Remembrance: David Roth
David Paul Roth Passed away February 12th. David served four years in the Air Force and moved to Eugene, Oregon in 1957 where he graduated from the University of Oregon with a Business degree in 1960. He soon started an … Read more…
Manage your construction business … and your wealth
Many contractors prioritize business financial management over personal wealth management. It’s an easy trap to fall into given how competitive the construction industry can be. Let’s discuss some ways to manage your wealth while you run your business. Separate the … Read more…
Mortgages in Retirement
Anyone who has gone through the process of mapping out their retirement knows there can be a lot to keep in mind. Saving, investing, anticipating medical costs, and making sure you have enough tucked away for years to come is … Read more…
Tax Brief: Tax Impacts from Debt Financed Rental Property
Tax-exempt organizations engaging in business that is unrelated to its primary exempt purpose may generate income that subject to the unrelated business income tax (UBIT). One common type of income that may be subject to UBIT is income derived from … Read more…
Watch the Replay of our Healthcare Webinar: “2023 Reimbursement Reality”
The pandemic propelled many changes for medical practices, but few anticipated the massive challenges to the revenue cycle that are our reality today. Staffing shortages have strained internal business processes for many, compounded by an uptick in claim denials. There’s no relief from … Read more…
Small Business Webinar: “Getting Started with 2023 Budgeting and Managing Cash Flow”
Watch the replay: Managing your cash flow through uncertain times can be difficult. Join us to learn how to create a budget and cash management process to help you plan and adapt in 2023. Learn how to: Our Presenter: Tricia … Read more…
Emotions and your portfolio
2022 has most likely been a difficult year in your portfolio. As of December 8th 2022, the S&P 500 is down nearly 18%, while the US Bond index (AGG) is down nearly 15%. During these periods of volatility, it is … Read more…
How you can align your portfolio with your values
When you are building your portfolio, there are a number of financial considerations that go into your investment selection process. These considerations include the goal you are planning for, how long until you reach this goal, and your comfortability with … Read more…
