financial planning Archives - Page 3 of 8

IRS Raises the Roof on Retirement Contribution Limits in 2019

by Jillian
Posted on November 21, 2018
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in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

Every year the Department of Treasury, which is an umbrella for the IRS, is required by federal law to determine whether or not to make cost-of-living adjustments to retirement contribution limits. If the cost of living goes up, generally so do those limits. 2019 is the year of increase! If you’re 49 years of age[...]

architectural-design-architecture-banks-351264

by Jillian
Posted on October 24, 2018
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in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

In our virtual and paperless generation, it’s easy to keep tabs on your checking account balance without really taking the time to review each monthly transaction. You know about how much you’ve spent, so at first glance it all seems “about right.” What you may be missing, though, are some changes to your bank’s policies[...]

by Jillian
Posted on October 10, 2018
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in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

Here’s the result of the honor of writing another guest blog for Brenda Violette, Founder of Violette Business Services: If it takes a village to raise a child, then couldn’t the same be said for running a business? Absolutely! Just like raising a child, each person in a company’s development, growth, and expansion has a[...]

by Jillian
Posted on September 26, 2018
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in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

Virtual COO Brenda Violette, Founder of Violette Business Services, asked me to write a guest blog on Profit First… …and here it is! Are You Taking Profit First in Your Business? Profitable. Debt-free. Thriving. These are the words every business owner dreams of using to describe their company. Most small businesses will struggle for years,[...]

by Jillian
Posted on September 12, 2018
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in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

Life is unpredictable. Your secure job gets outsourced. You fall in love. Your brand new car needs repairs. Your kid flushes his toy down the toilet. Things totally out of our control can happen at any given moment. While you may not ever be fully mentally prepared for life’s little surprises, you can be financially ready[...]

by Jillian
Posted on August 29, 2018
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in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

Let’s face it, we live in a society of convenience. Most Americans want the microwave version of life rather than savoring the flavor of a life lived “slow-cooked” and deliberately. If you’re in the “microwave majority,” how is that working out for you…and your finances? Are you wondering where your paycheck went as you drive[...]

by Jillian
Posted on August 15, 2018
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in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

Summer is quickly winding down which means the Back to School season is fast approaching! New clothes, school supplies, and class pictures are more than likely expenses that didn’t get factored into the budget, but not to worry! Here are four more ways you can save or make extra cash this week to help offset[...]

by Jillian
Posted on August 1, 2018
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in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

Low funds in the bank account got you down again? Got more month left than you do money? Tired of trying to save but have to keep paying for those sneaky expenses that are always creeping up? Check out these outside the box ways of making extra cash THIS WEEK to help tide you over[...]

by Jillian
Posted on July 11, 2018
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in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

The IRS. Taxes. W-4s. Withholding amounts. These are all words that generally strike fear – or at least confusion – in the lives of anyone required to fill out new hire paperwork and/or file taxes. Since tax laws tend to be “revised” regularly, it’s a good idea to know and keep up with the changes.[...]

by Jillian
Posted on June 27, 2018
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in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

Summer’s here, and with the kids out of school entertaining them isn’t the only challenge — so is feeding them! Eating out, whether you have kids or not, can seem overly attractive during your busy days and nights, but is the price of convenience subtly draining your bank account or worse yet adding to your[...]

financial planning

IRS Raises the Roof on Retirement Contribution Limits in 2019

3 Ways Banks Take Your Money that You May Not Know About

Guest Blog: Can Your Virtual COO also be Your CFO?

Guest Blog: Are You Taking Profit First in Your Business?

4 Things to Do Today to Minimize Life’s Financial Surprises

3 Ways to Reframe Your Money Game

4 More Ways to Make Extra Cash this Week

6 Easy Ways to Make Extra Cash…This Week!

How to Calculate Your Withholding Taxes with Confidence

Is Eating Out Costing You More than just Money?

Get Started Today Download the 5 Core Chapters of the Book Profit First

Avoid the Top 10 Bookkeeping Mistakes

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