by Todd Culpepper | Oct 18, 2017
Halloween is right around the corner, so we’ll tell you a scary story. The story begins with… your finances. Are you nervous yet? That word “finance” makes a lot of people squirm, and the story usually goes something like this: A small business owner avoids digging...
by Todd Culpepper | Oct 11, 2017
It’s a digital age. We rely on computers, apps, and machines to do things our parents (or we) used to do by hand. You may have a mother-in-law who still balances her checkbook after every check she writes. Well, before you tell her not to worry about that step, you...
by Todd Culpepper | Sep 6, 2017
The majority of Americans think about paying taxes only when tax season rolls around—sometime between January 1 and that year’s filing deadline. That works for salaried or hourly employees if their companies automatically take out taxes every pay period, but what...
by Todd Culpepper | Aug 11, 2017
Dealing with finances is inevitable. Whether on behalf of a business or your family, at some point you’ll have to wade into the murky waters of taxes, accounting, or investments. Unless you like to memorize tax code for fun, it’s probably a good idea to hire an...
by Todd Culpepper | Jul 7, 2017
Are you thinking about converting your traditional IRA into a Roth IRA? You don’t have to do much research before you realize that the process is clear as mud. Let’s bring some clarity to the situation. The benefits of converting an IRA depend upon several factors...