by Sarah Boehle Pool | Dec 6, 2018 | Latest News
3 ways to get more from your marketing dollars A strong economy leads some company owners to cut back on marketing. Why spend the money if business is so good? Others see it differently — a robust economy means more sales opportunities, so pouring dollars into...
by Sarah Boehle Pool | Dec 5, 2018 | Latest News
Mutual funds: Handle with care at year end As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax traps. Here are some tips. Avoid surprise capital gains Unlike with stocks,...
by Sarah Boehle Pool | Dec 3, 2018 | Latest News
It’s not too late: You can still set up a retirement plan for 2018 If most of your money is tied up in your business, retirement can be a challenge. So if you haven’t already set up a tax-advantaged retirement plan, consider doing so this year. There’s still time to...
