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All Financial Management Articles

How information return penalties will affect your year-end planning

17 hours ago

Information returns, including W-2s and 1099s, are an important piece of year-end planning. If these forms are not filed correctly,…

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Liz Shabaker earns Dementia Care Certified designation

16 Nov

Liz Shabaker, CFP, the CEO at Versant Capital Management, has earned the CDC (Dementia Care Certified) designation from Dementia Care…

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How to prepare for the end of coronavirus student loan forbearance

11 Nov

 With the end of pandemic-induced student loan forbearance approaching on Dec. 31, millions of people will soon face the challenge…

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Why you need a trusted advisor to help with your PPP loan forgiveness

11 Nov

Many Paycheck Protection Program (PPP) borrowers are preparing to file applications that might result in PPP loan forgiveness of all…

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How to find an effective tax advisor

4 Nov

It’s safe to say that 2021 is shaping up to be the most complicated tax year yet. Between the CARES…

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Financial plans making you eligible for tax debt forgiveness

3 Nov

There are millions of people who file for tax debt forgiveness every year. Just like others, it is one of…

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What are the benefits of revocable trusts?

29 Oct

As you grow older, one of the things that you should consider is how you’re going to plan your estate.…

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5 investing tips in your 20s

23 Oct

The 20s is the age when you start earning money and it is the best stage of your life when…

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3 easy ways to save money during this pandemic

21 Oct

The COVID-19 virus has dealt a severe blow to the economy, and it’s being felt on the frontlines. Food banks…

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How to manage retirement planning during the pandemic

18 Oct

From job layoffs, furloughs and shuttered businesses—the COVID-19 pandemic has undoubtedly impacted our economy, forcing many to make the hard…

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