Ideas and tips on going from having a banking account to banking relationship. We also discuss ways to get the most out your banking experience.

Year-end 2020 financial planning considerations part 1 - We discuss income tax withholding, why you should review them at year end what you can do if you don't want any surprises at tax time April 2021.

Starting a Business: If you are leaving your job to start a business, what are your options for your employer sponsored retirement plan (401K, 403B)?

In this episode, we share the fundamentals of raising money for your business: How much will you need? debt vs equity and funding sources

Are you considering starting a business and not sure what form of entity to operate under? We describe attributes of a C Corporation and S Corporation in this episode.

In this episode, we discuss the Limited Liability (LLC), Limited Partnership and Limited Liability Partnership (LLP) forms of business. These are three of eight entity type options available for businesses.

When starting a business, a crucial step is to select the type of entity your business will be. We discuss attributes of various entities and delve into the Sole Proprietor and General Partnership entity types.

If you are planning to or have just started a business, here are some tips you should initially consider.

In this show we define the "skinny heals" bill and provide an update on PPP2 and loan forgiveness application options for the PPP.