Tools
What does $100 buy?
What can you buy for $100? It depends upon which state you spend it in.
Read MoreDoes capitalism cause selfishness
Some times it’s difficult to tell whether Washington is the cause or the effect of so many people believing that they are entitled to more and more government benefits.
Read MoreTax Facts
Bookmark this page for a quick reference to the numbers you’ll need this year.
Read MoreTax Free Yield calculator
Find the difference between before and after tax yields with our interactive spreadsheet!
Read MoreAnother free service for our existing clients
We’re adding a free service to our client portals. Sometimes you need a template for a business transaction and you need it quickly. It might be to document an employee loan or to specify the Internet Use Policy (a wise idea) for your employees. It could be that you need that employee manual that you…
Read MoreIf the Free Market fails
What do you do if the free market fails to work?
Read MoreSimple in Six – Using Excel Pivot Tables to analyze sales
Excel expert Tom Fragale shows you how to use Pivot Tables to analyze your sales.
Read MoreSimple in Six – Make your Pivot Tables do more
As useful as Excel Pivot Tables can be (see this post on creating pivot tables), sometimes you need to perform calculations on the data that’s inside the table. The normal Excel functions don’t work well for this, but our friend Tom Fragale show us how to force specific calculations on the data inside the Pivot…
Read MoreGoing for the max! Qualified plan limits for 2014
When a financial move helps you, it’s best to go for the max. Here are the new limits for your 401(k), IRA, Roth-IRA, and several other types of tax-qualified plans for this year. Need some help in deciding on the type of plan? Remember that we’re just a click away when you need help. [popup…
Read MoreUsing cloud software to organize your life and business
New Year’s Resolutions: Stay Organized in 2014 (by Jay Garner of the Smith Conley team) As we all get ready to set our New Year’s resolutions, we should all take a moment to look back over the current year and try to identify the single biggest time waster that prevented you and/or your business…
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