April 2023

small businesses

Financial Literacy for Small Businesses

There is a distinction between knowing how to run a business and understanding the financial concepts that can help it thrive. Business acumen doesn’t necessarily mean a person understands how to manage finances.

banking crisis

Surviving a Banking Crisis

To protect yourself in these troubling times, you should understand what causes a banking crisis and the steps you can take to help ensure your financial security.

peer-to-peer payments

Peer-to-Peer (P2P) Payments and Taxes

The most common P2P payment apps include Venmo, PayPal, Zelle, and Cash App. Despite the growth, most people don’t understand the tax implications of these payments.

smaller tax refund

Planning for a Smaller Tax Refund

You may be wondering why the average refund has increased, yet the size of your refund may be smaller. Let’s explore why this could be the case.

Know Your Paycheck

Back to Basics: Know Your Paycheck

Most people never take the time to understand what their paycheck details entail. Beyond the bottom line of how much you are getting paid, a great deal of information can be found in a full pay stub.