Financial Planning

What is the Best Business Structure for Your Business?

Small business owners often struggle with the decision regarding which entity form to use for their business activities. Some don’t…

5 years ago

Finance vs Accounting – The important Differences you Should Know

What Is Accounting? Accounting is “the art of recording, classifying, and summarizing in a significant manner and in terms of…

5 years ago

Top 5 Reasons Why You Need an Accountant for Your Business

Hiring an accountant to look after your business finances is a very smart move. Here are our top 5 reasons…

6 years ago

Personal Finances: How banks really work

Why do we feel much better about having our savings in a bank than we do having it hidden under…

6 years ago

Life insurance basics 101 – All you need to know

LIFE INSURANCE TERMS AND DEFINITIONS:   insurance - Insurance is a means of protection from financial loss. It is a…

6 years ago

Tax Cuts and Jobs Act of 2017

This article is a summary of a presentation prepared by Viktor Vasilev, CFA, EA on the topic of how the Tax…

7 years ago

Primary Residence Sale – Taxes and Implications

The recent uptrend in real estate prices has put a lot of people in the good position of having substantial…

7 years ago

The Investment Policy Statement

Working with financial advisor is usually driven by the need to delegate the financial decisions as it is too much…

7 years ago

Renting vs Buying Decisions

Renting or buying is a question that needs careful assessment of our own values and priorities, however we still can…

7 years ago

Retirement Planning – Traditional 401K Account

Employers nowadays are rarely providing pension plans also known as defined benefit plans which used to be the norm in…

7 years ago