Insight Tag: Personal Finance
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Article
Ohio’s Extended Tax-Free Holiday: What Restaurants and Businesses Need to Know
This summer, the Buckeye State is rolling out an expanded tax-free holiday that promises to boost sales and offer substantial savings. But there are also some challenges that businesses should be aware of. From July 30 to August 8, 2024, Ohio will suspend sales tax on a wide range of items, including dine-in restaurant meals. Let's dive into what this means for your business and how you can make the most of this opportunity and avoid potential problems.
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Article
Mastering Inventory Management: The Key to Manufacturing Success
Inventory management is a critical component that can make or break a company's success when it comes to manufacturing. Effective inventory management ensures that you have the right materials, in the right quantities, at the right time, and in the right place. By mastering this essential aspect of your operations, you can reduce costs, improve efficiency, and ultimately, boost your bottom line.
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Article
Metrics That Matter: Assessing Your Not-for-Profit’s Fundraising Health
Effective fundraising is critical for many not-for-profit organizations to fully fund their programs and execute the mission. But how do you know if your fundraising efforts are effective, and you are using the best strategy? Analyzing key fundraising metrics can provide valuable insights to help you optimize your approach and get the most out of your fundraising investments.
Feb 20, 2024
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Article
Retirement Planning for Entrepreneurs: A Beginner’s Guide
Embarking on the entrepreneurial journey is a bold and rewarding endeavor, but it comes with unique challenges, especially regarding retirement planning. As author Stephen Covey wrote, “Begin with the end in mind.” Your financial future is intricately tied to the success of your business venture. In this guide, we’ll look at the complexities of retirement planning for entrepreneurs, offering insights and strategies to ensure your golden years are as fulfilling as your entrepreneurial journey.
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Blog
Don’t Make These 10 Audit-Triggering Mistakes
Want to stay off the IRS audit list? Start by avoiding these 10 1040 faux pas.
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Blog
Never Underestimate The Power Of Automatic Enrollment
Get better retirement plan participation among your employees. Start automating several key features.
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Events
Introducing a Brighter Way 401(k) Group Plan Solution
Join us for an informative webinar that will introduce you to A Brighter Way 401(k) Group Plan Solution. Our experienced panel will delve into the benefits of this innovative platform for plan sponsors and discuss how it can enhance efficiency for your practice. Learn about the roles and responsibilities of providers involved and discover where this solution fits within the small plan market.
Aug 10, 2021
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Podcast
Episode 295: Retirement: Expectations vs. Reality
Hear from former unsuitable host Dave Cain as he discusses his transition into retirement and what he would do differently.
Jun 9, 2021
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Podcast
Episode 286: How COVID Changed Personal Financial Planning
The COVID crisis hit the personal financial planning activities of business owners pretty hard. Here's what we've learned and how we recover.
Apr 7, 2021
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Podcast
Episode 277: How To Plan For Your Permanent Vacation: Retirement
Your ideal retirement isn't gonna plan itself!