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?

Estate Planning Done Right

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

Three Financial Statements Menard SMBs Need To Get Right

If you’re a successful business owner in this high-pressure time, you’ve learned to master the art of the pivot. Pivot on pricing, pivot on operations, pivot on hiring, pivot on supply, pivot on financials... Successfully pulling it off is impressive –...

Jamie R Jacoby’s Thoughts on Being Thankful in Difficulty

“It was the best of times. It was the worst of times.” I think we can agree that Charles Dickens’s famous lines ring true when looking back at 2020 and 2021 (though “best” might seem like a stretch).With employees shifting their worlds to make room for new priorities,...

A Financial Systems Check-Up For Your Menard  Business

Your 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 business is doing okay or headed for trouble.What are your books telling YOU?In our experience, it’s...

Jamie R Jacoby’s Tips for How to Raise Your Prices Properly

Did you hear the news from last week’s inflation report?Consumer prices increased more than 5% between May 2020 and May 2021.Given the Federal Reserve’s 2% inflation target, that’s a pretty steep increase.Have you taken a look at your own cost of doing business...

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

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...

Thoughts on How Menard Business Owners Can Achieve Business Solvency

With our nation celebrating its 245th birthday on Sunday, and all of this talk about "independence" flying around, I have a question for you -- one that I think you should think hard about:Are you achieving the independence you wanted in your business?As you know,...

Year-End Business Tax Strategy for Menard SMB Owners

There are many of our clients for whom this time of year is like their version of the Super Bowl. Some Menard businesses are earning 30-50% (or more) of their yearly revenue in this one month.Others ... well, this is a normal month -- except of course for all of the...

Jamie R Jacoby’s System To Turn Upset Clients Into Happy Clients

I am simultaneously eager while also being slightly horrified that tax season has officially begun.Horrified, simply because the IRS has been significantly behind the 8-ball this year, and I still can't believe that we're already halfway through February 2021.EAGER...

Jamie R Jacoby’s Tips for Creating a Business Disaster Plan

The past year and a half has been stressful for everybody in Menard. And I would argue it’s been doubly so for Menard business owners.The thing is though, these things happen. Quite regularly. Maybe not global pandemics, but disasters in general.So, as the person in...

How Your Menard Business Can Fight Inflation

Whether you like it or not, you’ve most likely found yourself in a fight against inflation. Somebody hikes prices on your supplier and suddenly your supplier has no choice but to increase the price on you. Then you have no choice but to raise the price on your...

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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