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Which Four Financial Documents are a MUST when it Comes to your Business?

Sep 28, 2020
4 min

Which Four Financial Documents are a MUST when it Comes to your Business?

As a small business owner, you are nothing short of insanely busy. You’re likely responsible for most (or all) areas of your business and...

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Three Arguments to Adopt a Profit Distribution Process in your Business

Sep 21, 2020
3 min

Three Arguments to Adopt a Profit Distribution Process in your Business

As a small business owner, you are constantly balancing many, if not all aspects of keeping the business afloat. You’re the owner,...

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Should you Pay your Federal Student Loans Even if a Payment isn't Due?

Aug 31, 2020
4 min

Should you Pay your Federal Student Loans Even if a Payment isn't Due?

Should you Pay your Federal Direct Student Loans Even if a Payment Isn’t Due? Many of us are somewhat familiar with the CARES...

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Your Business’ 401k Plan Fees Explained

Aug 12, 2020
4 min

Your Business’ 401k Plan Fees Explained

Owning a business is often terrifying, gratifying, challenging, rewarding, and everything in between. You pursued entrepreneurship...

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Should you Name your Business After Yourself?

Aug 4, 2020
3 min

Should you Name your Business After Yourself?

You see it all the time across different industries; Smith & Doe Associates or Smith Legal Services for example. Business owners name...

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What to Consider When Choosing a Bank for your Business

Jul 27, 2020
4 min

What to Consider When Choosing a Bank for your Business

When choosing a bank for your business, it’s easy to default to an existing personal bank you’ve used for years or a bank that you were...

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7 Things to Know about your Auto Policy

Jul 20, 2020
4 min

7 Things to Know about your Auto Policy

Insurance policies have become commoditized and transactional in nature; most people not even aware of what they have purchased. Price...

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5 Steps to Build a Budget

Jul 13, 2020
4 min

5 Steps to Build a Budget

Most would recognize a budget as an elementary concept, yet so few people know how to build and follow one. Understanding the dollars...

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All About Roth Part I: The Roth Conversion

Jul 6, 2020
4 min

All About Roth Part I: The Roth Conversion

All About Roth Part I: The Roth Conversion The concept of “Roth”, while established more than 20 years ago, still creates some confusion...

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Qualified vs. Non-Qualified Plans

Jun 30, 2020
3 min

Qualified vs. Non-Qualified Plans

One of the foundational concepts in the institutional retirement plan industry (employer plans) is the difference between a qualified and...

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Basics of a Pay Stub

Jun 22, 2020
3 min

Basics of a Pay Stub

Most people have an employer as their primary and sole income producer so let’s talk about pay stubs. These usually get delivered every...

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5 Steps to Adulting You Can Take Right Now

Jun 16, 2020
3 min

5 Steps to Adulting You Can Take Right Now

1. Get an Emergency Savings Account in Place The first thing to consider doing as a full grown “adult” is establishing a savings account...

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5 Travel Hacks that will Save you Money

Jun 8, 2020
3 min

5 Travel Hacks that will Save you Money

The ability to travel and explore new cultures is a common interest among people in all walks of life but it's not typically an...

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What are the Types of Life Insurance?

Jun 1, 2020
4 min

What are the Types of Life Insurance?

What are the types of life insurance? It’s hard to believe that life insurance has been around since the 1700s and even still is so...

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Calculating Your Emergency Savings Fund

May 19, 2020
3 min

Calculating Your Emergency Savings Fund

Calculating an Emergency Savings Fund “How much should I have saved for emergencies?” If you’re asking this question, you’re not alone...

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Why Contribute to an HSA?

May 11, 2020
4 min

Why Contribute to an HSA?

Health Savings Accounts are a savings vehicle that were established in 2003 with the passing of Medicare Prescription Drug, Improvement,...

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What College Funding Options Exist?

May 4, 2020
2 min

What College Funding Options Exist?

Attending college, for the most part, continues to be highly encouraged in order to find a good job and increase lifetime income but the...

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Coronavirus Round Table

Apr 30, 2020
0 min

Coronavirus Round Table

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What is an Employee Stock Purchase Plan (ESPP)?

Apr 20, 2020
4 min

What is an Employee Stock Purchase Plan (ESPP)?

As society and technology has evolved over the years, more and more individuals care deeply about where they work, how they fit into...

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Financial Planning isn’t just about your Money

Apr 8, 2020
3 min

Financial Planning isn’t just about your Money

Over the decades, financial planning has taken many forms; from the stock broker who wants to make you rich to the salesperson who wants...

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Minerva Wealth: The Wisdom Corner