Category Archives: Wealth Management


Gaining financial independence

Guest post by Richard Gray With Independence Day coming up, many are thinking about the “American Dream” and financial independence. Although many think of their personal finances, if you’re a business owner you’re probably thinking about your company. You may … Continue reading

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Smart ways to spend your tax refund

The majority of Americans expect to receive a tax refund this year—if you’re one of them, consider these ways you can wisely spend your refund. Pay down debt This is not how most consumers want to spend their refund, but … Continue reading

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Protecting Domain Names

Guest post by John Rees, Attorney, Callister Nebeker & McCullough Domain names are alpha-numeric addresses that direct users to websites.  Unlike other rights regarding other property, domain name registration rights are limited and revocable.  As a result, protecting domain name … Continue reading

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10 Ways to Save $100 During America Saves Week

Guest post by Meg Favreau, Senior Editor of personal finance blog Wise Bread. Money is like a cake. When you get that delicious dessert, it can be tempting to eat it all at once. But if you do, you’ll end … Continue reading

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Planning and budgeting for businesses: 5 simple steps

We know that you’ve made your personal resolutions, but how are you going to help your business succeed in 2013? Guest post by Bryant Armstrong, CPA, Squire & Company, PC. Most of us are familiar with the saying, “If you … Continue reading

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Basic Strategies for Simplifying Your Financial Life

Nine ways to eliminate clutter, organize accounts and streamline how you manage your money Courtesy of the Federal Deposit Insurance Corporation There are many reasons to organize and simplify your financial life. Eliminating clutter, saving time and reducing stress are … Continue reading

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Improving office environment can replace bonus

Courtesy of PCBB’s Banc Investment Daily If you’re looking for ideas you might want to implement to help your company next year, consider the results of a Staples survey about the top things employees want to see from their company. … Continue reading

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10 Things You Should Know About Debit, Credit or Prepaid Cards

Courtesy of FDIC Debit, credit and prepaid cards are widely used to pay for a variety of goods and services, and consumers often use them interchangeably. However, there are significant differences between these cards in how they work and the … Continue reading

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Bounce Protection® for Business

You’re treating a client to a nice dinner when the server announces your corporate debit card was declined. Perhaps you’re at a trade show and realize you need to pay extra in order to get your booth up and running, … Continue reading

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Communicating about family budgets during the holiday season

Guest post by Hannah Pullham Creating a financially secure environment during the holidays can be difficult. The holidays bring joy and happiness, sometimes along with stress and confusion. Set budget standards with open family communication. Start by creating a list of … Continue reading

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