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Accounting & Finance

  • Accounting & Finance

    CEO Challenges for 2019

    by Cynthia Merritt April 16, 2019
    by Cynthia Merritt April 16, 2019

    As we enter into a new year, we face a new era of challenges …

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  • Accounting & Finance

    Think you have all your “Risk” Covered? Time for a Review?

    by Tom Bartholomew April 16, 2019
    by Tom Bartholomew April 16, 2019

    While driving home from the Network Magazine event at Boos Rock last week, I …

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  • Accounting & Finance

    Year-End Tax Planning for Small Business

    by Jack Lisicky January 21, 2019
    by Jack Lisicky January 21, 2019

    As year-end approaches, each business should consider the many opportunities that might be lost …

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  • Accounting & Finance

    Medicare as your employer plan?

    by Miriam Bridgeman January 21, 2019
    by Miriam Bridgeman January 21, 2019

    Are your employer health insurance costs getting out of control?  Medicare may be an …

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  • Accounting & Finance

    A Financial Success Story

    by Michael Waterhouse October 12, 2018
    by Michael Waterhouse October 12, 2018

    Earlier this year, I began working with a new client, a 61-year-old male who …

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  • Accounting & Finance

    7 Essential Autumn Home Maintenance Checks

    by Tom Bartholomew October 12, 2018
    by Tom Bartholomew October 12, 2018

    As the leaves change and the days get shorter, take the time this autumn …

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  • Accounting & Finance

    Are you scared to retire?

    by Miriam Bridgeman July 30, 2018
    by Miriam Bridgeman July 30, 2018

    Miriam Zettlemoyer, Consultant Alliance Planning  Transitioning from working years into retirement years can be …

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  • Accounting & Finance

    Valuation of Closely Held Businesses: Part II

    by Martin Levin April 20, 2018
    by Martin Levin April 20, 2018

    In a previous edition of this publication, we introduced the reader to the concepts …

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  • Accounting & Finance

    Happily Ever After Retirement

    by Joseph Palma April 20, 2018
    by Joseph Palma April 20, 2018

    When I first got into the business of Financial Planning, a mentor said to …

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  • Accounting & Finance

    The Ultimate Opportunity

    by Miriam Bridgeman April 20, 2018
    by Miriam Bridgeman April 20, 2018

    Many of us based on the business we are in are always looking for …

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