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.

5 Tax Planning Tips to Give Your Frederick Business a New Look This Summer

Before we talk about some tax planning tips to give your business a new look this summer, I first want to say that I hope your Memorial Day weekend was special. Even though this Frederick business owner had some work to do, a quiet office is my friend. In thinking...

Customer Relationship Management Software for Frederick Businesses

Apparently, it is National Small Business Week. And while I tend to think these kinds of “national weeks” or days, or what have you, are often pretty silly … well, as someone who has been in the trenches with the SMB community over the last few years, I...

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...

Things To Consider Before Selling Your Frederick Business

You’ve put in the years, labored long days, sweat the bad times, and high-fived in the good as your business grew. Now, it looks like it’s time to step away into the next life stage, slay the next dragon. It’s time to sell. (You think.)Whether you’re headed to another...

Frederick Small Business Debt Collection

How are things going for you? Is there something we can do to help your business during this final quarter of 2017? Do let me know. One nice way to make your quarter better is to get an infusion of cash. However, this is too often a rare occurrence. Too many Frederick...

J Allen & Associates COVID-19 Policy

Until further notice.This is a busy, fearful and unprecedented time of the year for all of us. We are in your corner, even still.Due to the Coronavirus Pandemic, our office has stopped seeing clients face to face, until further notice. We will continue to accept...

A Few More Common Marketing Mistakes Made By Frederick Businesses

Seeing what has happened in our nation's fourth-largest city has been a sobering reminder about the fragility of life, and business. It's helpful to be reminded that threats and disasters can (and do) strike from directions that you might least expect. And while this...

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),...

A Financial Systems Check-Up For Your Frederick  Business

Your Frederick business obviously makes and spends money. The pluses and minuses add up (you hope) to being able to stay in business, and a look at the books tells you if your Frederick business is doing okay or headed for trouble.What are your books telling YOU?In...

Here’s Why Every Business Owner Needs (Deserves!) a Coach

Athletes. Singers. Authors. Actors. Speakers. When you think of the type of person who might work with a coach, are these the professions that come quickly to mind? Let's add one more to the list of people who might use a coach: Business owners. If you run a business,...

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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