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?

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Elder Care Financial Care

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

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Estate Planning Done Right

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

The Art of Raising Prices for Frederick Small Businesses

by Jennifer Allen | July 20, 2022 | Blog | 0 Comments

The unfortunate reality of things right now is that businesses across the board might need to raise their prices. Inflation’s increasingly pervasive effects, as well as continued supply shortages, demand that pricing models change – or at least be...

The Why & How of Business Referrals for Frederick Owners

by Jennifer Allen | March 22, 2023 | Blog | 0 Comments

Firstly, before I jump into what business referrals could mean for your Frederick business, I wanted you to see this.You may have already heard me talk about this … but the explosion of shady flim-flammers gaming the Employee Retention Credit and making...

Why a Pre-Mortem Analysis for Any New Frederick Business is a Necessity

by Jennifer Allen | November 6, 2020 | Blog | 0 Comments

Right about now, there are writers and analysts already preparing the articles about why the Trump campaign failed. AND right about now, they might be doing the exact same thing in regards to the Biden campaign.Obviously, as of this writing, we have no idea what's...

Prioritizing Employee Wellness in Your Frederick Business

by Jennifer Allen | April 12, 2023 | Blog | 0 Comments

It’s a bit of a dog-eat-dog world for businesses these days. (Feel that sentiment in your bones?)Inflation is pervasive. Supply chain issues still have you jumping through hoops to get products. The hunt continues for good help… proving the adage. Covid-era debts now...

If There’s Another Government Shutdown We’re Here To Help Your Frederick Business

by Jennifer Allen | February 18, 2019 | Blog | 0 Comments

You're wise these days if you don't pay close attention to the political tug-of-war that seems to be getting worse and worse. If so, you might not have yet seen that the federal government seems headed for another shutdown.Which is rough news for any poor schmoe out...

Frederick SMB Owners – Don’t Panic About The Business Supply Chains

by Jennifer Allen | October 6, 2021 | Blog | 0 Comments

Remember when the monster cargo ship Ever Given jammed the Suez Canal? After the Givenhad been stuck just five days, almost 400 other freighters were backed up waiting to pass through the Canal. Experts began predicting temporary shortages of everything from exercise...

What Your Frederick Business Should Do If They Received PPP Funding

by Jennifer Allen | April 21, 2020 | Blog | 0 Comments

I promise that one day I'll write to you and my Frederick area readers about matters other than government aid, the CARES Act, PPP/EIDL, and whatnot.But as we all keep saying: these are extraordinary times. Pick your cliche -- it all fits right now.But here is a piece...

My Frederick Small Business Health Quiz (Part 2)

by Jennifer Allen | February 19, 2020 | Blog | 0 Comments

Last week, I began asking you a series of questions, and I'd like you to thoughtfully consider the questions I'm asking, and send me back an email through the email button at the top of the page with YOUR answers.You don't have to email back, of course ... but please...

Business Bank Account Basics for Frederick Business Owners

by Jennifer Allen | March 19, 2022 | Blog | 0 Comments

Have you been able to keep your mind clear? Have you kept your time-limited output and attention focused on your Frederick business? I hate to repeat myself, but this is so critical during these globally anxious days. Your business, your team – your FAMILY – is...

A Story, and Tax Planning 2017 for Frederick Businesses

by Jennifer Allen | September 20, 2017 | Blog | 0 Comments

Story time today. Here we are, with Q3 of 2017 in the rearview mirror, and it's amazing how quickly things move. (And, by the way, this reminds me: have you considered making further pro-active moves to minimize your taxes for this year? With a few months left in the...

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!

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