Month: January 2024

January 24, 2024 Curt

5 keys to better cash management   Focusing on sales and profits can create a surprise for your business when there is not enough cash to pay the bills. Here are five practices to help improve your cash management. Create a cash flow statement and analyze it monthly. The primary objective of a cash flow…

January 23, 2024 Curt

Some great ideas to consider Now’s the perfect time to review your financial health and set yourself up for success in 2025. The following checklist can help you organize your goals, identify areas for improvement, and make informed decisions about your money. Calculate your net worth. Add up all your assets (savings, investments, property and other…

January 17, 2024 Curt

Protect yourself from modern-day counterfeiters Finding brand name products at a great price can leave you feeling like you won the lottery, but there are hidden dangers that come into play if the goods aren’t what they seem. Here are some commonly counterfeited items and what you need to know to protect yourself. Commonly Counterfeited…

January 16, 2024 Curt

Consistent with our new year’s theme of starting the new year out on a great financial footing, one cannot overlook planning for your retirement future. Now is a good time to review your alternatives and plan to take full advantage of programs available to you and your family. Here are some ideas. Maximize your employer…

January 10, 2024 Curt

With the new year underway, it may be time to come up with a list of goals and that could make 2024 the most financially rewarding year for your entire family. Your motivation can be nearly anything, from saving for retirement or paying for college. Consider these resolutions that can also provide a financial boost:…

January 9, 2024 Curt

As part of our new year issue, why not include some ideas to help those around us set themselves up for a great financial future. This article focuses on ideas to help create financial savvy children and grandchildren. It’s never too late to impart your wisdom. Here are some age-relevant suggestions to help develop a…

January 3, 2024 Curt

With tax season officially underway, here are tips to make filing your return as stress-free as possible: Gather your tax information for filing. Items you’ll need include W-2s, 1099s, K-1s and other forms you receive from your business, employers, brokers, banks, and others. If you find any errors, contact the issuer immediately to request a corrected…

January 2, 2024 Curt

Tips to Organize your Tax Records January officially launches the tax season. As those tax forms start coming in, here are some tips to help you stay organized to make filing your tax return efficient and with the least amount of potential stress: Gather your tax documents. Create a list of expected tax forms and then…