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The high price of a cheap bookkeeper: Part 3
Another caveat for business owners – if you send a mess to your CPA to prepare your income tax returns at the end of the year, your CPA will need […]
The 101 on the 401(k)
Starting and managing a 401(k) sounds like an intimidating feat, and with it come a flood of questions. Do you know what a 401(k) is, how it works and what […]
Your capital to income ratio
In personal finance, all decisions you make should help you move from a being a laborer to being a capitalist. As a laborer you are paid a wage for your […]
The high price of a cheap bookkeeper: Part 2
A recent client had determined that they wanted to sell their company in a couple of years. That is one of the reasons they needed to get their books in […]
The high price of a cheap bookkeeper
Every small biz I’ve worked with has one thing in common: They aren’t so good at keeping good books. I’ve looked at hundreds of companies and their books. It has […]
How to live your lifestyle for a lifetime: Part 2
(Editor’s note: This is the second of two parts. Read Part 1.) Most people are referred to investment advisors by friends or financial professionals. One thing to always consider is […]
Six tips for collections in a down economy
Our firm represents small and medium-sized businesses, and one of the most common reasons we have been contacted by our clients in recent years during the economic downturn is to […]
Don’t try this on your own
Most business owners have reason to talk with an investment banker maybe once or twice in their lifetimes (some might say, “fortunately”!). They might engage one to help them raise […]
The marital stock exchange
Restricted stock agreements are becoming more and more common in divorce proceedings. The recent increase in these equity compensation plans stems out of a law created by the Financial […]
Top 10 tips for buying life insurance
In terms of personal pleasures, buying life insurance doesn’t usually fall in the same category as buying a new car or a new wardrobe. However, despite its lack of glamour […]
Increase investment returns—guaranteed!
There is guaranteed way to increase investment returns without adding any investment risk or even changing your current investments. Most investors have taxable investment accounts as well as tax-deferred retirement […]
A refi for your small business could be good business
Many small businesses in Colorado have done an incredible job managing their business through a tough economy. They spent the past two years hunkered down making tough decisions. They kept […]
