Stock pickers typically want to own a company with a fortress balance sheet, not a flimsy one. This financial statement is worth looking at in order to decide whether to buy a new stock or keep the ones you own. It provides a snapshot of a company’s financial health at a particular point in time, […]
How to Read a Company’s Balance Sheet Like a Stock Pro Read More »
Paying taxes may be the last thing on your mind as you head into a busy season of turkey, stuffing, and televised football. You may even feel tempted to hand over your income return to a professional before tax season begins. And according to a new survey, that’s not a surprise. Market research company, Talker
When to Hire a Tax Pro: The Age Most Americans Switch to a CPA Read More »
ReSource Pro, a strategic operations partner serving the insurance industry, announced the acquisition of Supportive Insurance Services (SIS), a provider of licensing and renewal services. SIS’s deep specialization in adjuster licensing and compliance services complements ReSource Pro’s existing offerings, which include surplus lines tax filings and corporate and franchise tax reporting. Together, they give insurers
ReSource Pro Acquires Indiana-Based Supportive Insurance Services Read More »
How much is enough to save for retirement? It’s the million-dollar (or more) question every pre-retiree is asking, and it can be incredibly confusing and overwhelming to answer. I’ve come across many articles, videos and statistics about how much you need to save to retire comfortably. Clients often come to me for guidance on this.
How Much Do I Need to Retire? A Financial Pro Breaks It Down Read More »
Before you start your next home project, ask yourself if it’s worth it to DIY or hire a professional. You’re sitting on the couch watching your favorite home improvement channel, or you’re browsing the Internet and come across a great home project you’d love to create. Maybe it’s a raised-bed garden, a beautifully built-in bookcase,
Home Improvement Projects – DIY or Call a Pro Read More »