Articles

College Action Plan, Part 1 – Thriving During High School

College Action Plan, Part 1 – Thriving During High School

Part 1: College Action Plan - Thriving During High School Hi, it’s your Money Mavens, and if your schedule looks anything like ours, it’s a whirlwind settling after the back-to-school rush. School supplies, books, backpacks, practice schedules, and the planners -...

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SOPs 101

SOPs 101

SOPs 101 (Standard Operating Procedures) Hi, it’s your Money Mavens, and we need to talk about the process of freedom in your business. What allows you to… Delegate tasks you no longer want to do? Delegate tasks you no longer have time to do? Train your new team...

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Student Loan Forgiveness – Who, What, When?

Student Loan Forgiveness – Who, What, When?

Student Loan Forgiveness - Who, What, When? Hi, It’s been big news, so we’re pretty sure you already have an inkling that loan forgiveness is coming (for some). Here are the deets… The Biden-Harris administration has announced a one-time plan to: Forgive up to $20,000...

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Best (and worst) financial strategies during market volatility

Best (and worst) financial strategies during market volatility

Best (and worst) financial strategies during market volatility Hi, it’s your Money Mavens, and yes, the stock market can feel like a rollercoaster at times. Between non-stop news, rising inflation, and whatever’s happening in Washington, it’s natural to wonder, “What...

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What Is Fiduciary Advice (and Why Does It Matter)?

What Is Fiduciary Advice (and Why Does It Matter)?

What Is Fiduciary Advice (and Why Does It Matter)? Hi, it’s your Money Mavens and we’re on the lookout today. For P/E ratio. For lump-sum investing. For alpha and beta. For daily dividend factors. What do they all have in common? For our team, we’ll confess to...

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IRA: In a Trust or Not?

IRA: In a Trust or Not?

IRA: In a Trust or Not? Hi, it’s your Money Mavens with a quick question… You’ve heard about creating a trust, right? You’re also familiar with retirement accounts like an IRA, Roth IRA, 401(k), 403(b). In fact, you likely have one or more of these accounts. (If not,...

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Maximize Your Profits by Hiring a Virtual CFO

Maximize Your Profits by Hiring a Virtual CFO

Maximize Your Profits by Hiring a Virtual CFO Hi, it’s your Money Mavens - it’s time to hire your CFO. “A CFO? For my company? We don’t need a full-time, highly compensated CFO!” You’re right. You don’t need a full-time, highly compensated executive like that (at...

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3 Best Retirement Plans for Entrepreneurs?

3 Best Retirement Plans for Entrepreneurs?

3 Best Retirement Plans for Entrepreneurs? Hi, it’s your Money Mavens. Can we talk about your business and retirement? Because that’s the big question over 10 million Americans are facing right now. “What’s the best way for me to save for retirement as a business...

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Tax advantage: Hiring family members – pros and cons?

Tax advantage: Hiring family members – pros and cons?

Tax advantage: Hiring family members - pros and cons? Hi, it’s your Money Mavens. Quick question… Where is the best place to find good employees and contractors who can be great tax advantages for your business? If you answered with Upwork, Monster, or Indeed, those...

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