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Tax preparation checklist

Tax preparation checklist

Start early to save time and money   Whether you file your taxes using tax preparation software or with the help of a tax professional, you can save a lot of time and money by getting organized early. Here’s a tax preparation checklist to help you get a jump on...
Business email compromise

Business email compromise

Tips to identify it, and how to protect yourself Business email compromise (BEC), also known as email account compromise (EAC), is one of the most financially damaging online crimes. It exploits the fact that so many of us rely on email to conduct both our personal...
Record-breaking rent delinquency

Record-breaking rent delinquency

Nationwide issue for small businesses   A recent survey from small business referral network Alignable found that August saw the highest rent delinquency rate among small businesses to date for the year. The delinquency rate was measured at 40% in the U.S., up 6%...
Temporary mortgage buy-down

Temporary mortgage buy-down

An innovative interest rate reduction technique If you’re currently in the market for a new home, you may have found yourself wondering if it’s the right time to buy. After all, both home prices and interest rates remain high. If this situation describes you, there’s...
Financial Planning for 2025

Financial Planning for 2025

Steps to Consider at the Start of the New Year Financial planning is a forward-looking process to get people focused on their long-term goals. While we can learn from the past and use it to inform decisions going forward, dwelling on it doesn’t serve any constructive...