Category: Blog

Part 2: Pre-Retirement Planning Guide

There are many steps to planning for retirement. Some are legal and financial, some are about communication and some involve introspection – thinking about your life now and how you want to live the rest of it…

Reduce Your Taxes by Putting the Right Assets in Your IRA

Most people know the basic concept that certain types of investment accounts are tax sheltered while others are not. Think 401(k), 403(b), IRA and Roth IRA accounts, for example. What most people are not aware of is how you split your…

Taking a Closer Look at Trial Balances

A trial balance is an accounting tool that helps businesses determine if the double entry accounting system has any mathematical errors. Once the trial balance is worked through, and the total debits and total credits equal each other, we know…

Part 1: Pre-Retirement Planning Guide

One of the more insightful quotes of baseball great Yogi Berra was, “If you don’t know where you’re going, you’ll end up someplace else.&rdquo…

Defining Burn Rate, Gross Burn and Net Burn

When it comes to any business, but especially for a start-up, it’s essential to determine how long a company can survive before it must declare bankruptcy and/or close its doors. The biggest metric, especially for a start-up, is to…

 
 
 
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