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February 17, 2020
Young adulthood isn’t known as a time when you’re overly concerned with estate planning. In fact, two major objections arise when the subject is broached: “I have plenty of time to do that.”“I don’t have any assets yet to divvy…
January 23, 2020
Man does time fly! But just because we are already into the New Year, doesn’t mean that there are not strategies that we can employ to increase your business’s bottom line, both now and into the future. Both looking back…
January 15, 2020
This past December, Ohio House Bill 449 was introduced which, if passed, would dramatically increase the amount of tax owed for many real estate transactions. A common tool for estate planning and asset protection is for people to place their…
January 15, 2020
There’s a lot to love about being self-employed. Being your own boss, setting your own hours, and pursuing meaningful work are just a few of the perks. Still, until you got your business up and running, you may not have truly…
January 10, 2020
Safety management is a broad topic, and it’s easy for organizations to struggle with all the ins and outs of compliance. One area where employers often run into issues is first aid. Here are seven pitfalls to check and avoid…
December 10, 2019
Be sure to check out the change to 401(k) contribution limits that are coming in 2020. Where you could previously contribute as much as $19,000 into your retirement plans, the IRS will allow you to contribute as much as $19,500…
December 3, 2019
In the course of your work as an SBA lender, you’ve likely run into every personality type under the sun. Realistically, you’ll like some of them and others, not so much. How much each of them knows about the financial…
November 18, 2019
It’s the end of the year, time to review your estate planning documents to account for the increased estate tax exemption. The end of a year and the start of a new year is always a good time to review…
November 6, 2019
If you are a veteran overwhelmed with the high cost of long-term elder care, such as paying for assisted living facilities, home care aids, adult daycare, or skilled nursing, the Veterans Aid and Attendance benefit could be the solution to…
