🖨 Print⏱ 4 min readAnalyzing a company’s Accounts Receivables is an effective way to measure its current cash flows and the likelihood of maintaining healthy cash flows. According to the U.S. Chamber of Commerce’s Small Business Index (Third Quarter 2024), 68 percent of small business owners reported being content with their third quarter cash flow … Continue reading “How to Measure the Quality of Accounts Receivable”
🖨 Print⏱ 4 min readAnnuities are one of many products that folks have in their nest egg. But first, what exactly is an annuity? Simply put, it’s a contract with an insurance company that promises to pay the buyer a steady stream of income in the future. It can be either a fixed or variable … Continue reading “6 Things To Know About Annuities”
🖨 Print⏱ 4 min readSocial media has become a powerful tool for helping businesses reach their prospects and customers. By using social media, a business can connect with its audience, build brand awareness, and drive sales. However, many struggle to convert social media engagement – likes, shares, comments, and followers – into tangible business opportunities. … Continue reading “From Likes to Leads: Converting Social Media Analytics into Business Opportunities”
🖨 Print⏱ 4 min read On Jan. 1, 2024, the U.S. government debuted the Corporate Transparency Act (CTA). This legislation established the requirement for the majority of private companies, both big and small, to file information with the Financial Crimes Enforcement Network (FinCEN). As with most new laws, the initial guidance and interpretations have been … Continue reading “Important Update on New Company Reporting Laws CTA – BOI”
🖨 Print⏱ 5 min readStep 4: Putting Together a Health Plan Planning for healthcare in retirement is a tricky business. Some hardcore smokers live past 100, while some hardcore exercise and fitness gurus drop dead in their sixties. You just don’t know – which is why you need a plan. Medicare Once you turn 65, … Continue reading “Pre-Retirement Planning Guide Health Plan”
🖨 Print⏱ 4 min readAccording to EY, the convertible debt market saw whipsaw action in issuances. Between 2015 and 2019, average issuance varied between $40 billion and $45 billion. However, it dropped to $22 billion in 2022 but re-accelerated to $52 billion in 2023. While the levels of issuance varied, the way this type of … Continue reading “Accounting for Convertible Debt Instruments”
🖨 Print⏱ 1 min readAll American Flag Act (S 1973) – Introduced by Sen. Sherrod Brown (D-OH) on June 14, 2023, this bill requires that all U.S. flags used by the Federal government be manufactured domestically. This includes all raw materials. One exception to this mandate is if flags cannot be produced of acceptable quality and … Continue reading “U.S. Flag Mandate, Combatting Deepfake Pornography and Legislative Priorities of the Vice President Nominees in 2024 Election”
🖨 Print⏱ 4 min readDrafting a will is not something that people, for the most part, want to think about. But no one gets out of life alive. So, if you want to have a say in what happens to your property and assets after you’re gone, a will is a very smart idea. Here … Continue reading “7 Reasons You Need a Will”
🖨 Print⏱ 3 min readWhether it’s a private equity transaction or an institutional or retail investor, analyzing a company’s financial statements is an important part of fundamental analysis. One important but basic way to analyze whether a company is worth investing in is through the expanded accounting equation. The most straightforward equation to analyze a … Continue reading “Looking at the Expanded Accounting Equation”
🖨 Print⏱ 3 min readFor many parents and kids, living independently after college or trade school has been a challenge – a big one, thanks to rising inflation, student debt, and high rent. However, whether your kids are headed for a university or a hands-on career, there is hope. Here’s a quick snapshot of what … Continue reading “School Choices that Lead to Financial Independence”
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