For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

How To Eliminate Bad Business Debt In Your Frederick Small Business

There's a bunch of "business" I need to communicate today, before I get to my discussion of your Frederick business debt. That's because the personal filing deadline is Tuesday, April 17th, and the majority of our Frederick business clients also have us handle their...

Keeping Your Frederick Business Focused On Revenue Growth and Customer Retention

We've been talking about meetings, efficiency, and how Frederick small business owners simply have to stay laser-focused on tasks that will bring them and their business towards actually achieving their goals. Especially with all of the political and cultural chaos...

Effectively Using Your Frederick Company’s CRM For Sales Management

Well, before I dive into today's dose of real world business strategy, you should know that as I write on Monday, the IRS has begun receiving filed federal tax returns.That means things are about to get real.Now, for our Frederick business owner clients (like you),...

Ask For The Sale! Frederick Business Owners Sales Psychology

I make it my goal in these weekly notes to pass along information which has proven useful to our firm and our more successful clients. I do this because we want to be a partner with you in helping you grow your Frederick business. We're not marketing "gurus" around...

The TCJA And What It Means For Your Frederick Business

Usually, in the week following the Super Bowl, I do a fun rundown on the various advertisements -- at least a short one. But this was an unusual year. Because unless you are a Patriots fan, everything about that game experience was boring, including the...

Jennifer Allen’s Four Keys To Smarter Interview Questions

Firstly, with the advent of technology like Google's new "Duplex" system, it's going to reach a point (sooner than we realize) that Frederick businesses like yours -- and mine -- will have less use for employees that are mere "order takers" or who don't engage in...

Five Financial and Tax Strategies For Frederick Small Businesses

It's increasingly clear to all of us that our present "cultural moment" can take a toll on any Frederick person's mind who isn't vigilant. Constant connectedness to those who are (by their very vocation) incentivized to highlight change, chaos and fear is more...

How Money Works For Frederick Business Owners (Part 1)

Sometimes it feels like all we face is turmoil. And this feeling is not restricted to those Frederick businesses who survive "month-to-month". Even the best-capitalized among us can get trapped by the ever-increasing cycle of impending doom. This is especially true if...

What Is The Proper Role Of A Frederick Small Business Owner?

Firstly, I gotta say -- we're past the midpoint of October, and, well ... the calendar is speeding up.Sure, looking back from an historical perspective might still enable us to find some deductions. But by the time the end of the year hits, it'll be too late to fix...

Three More Questions To Consider in 2018 For Your Frederick Small Business Plan

We are in that "calm before the storm" period before busy season begins in earnest for us, and it's a great time for us -- and for you, in my opinion -- to take stock. As we prepare for the increased activity and communication level that always comes this time of...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!