by ScaleWP Team | Dec 30, 2021 | Financial Planning, Taxes
Highlights from Fourth Quarter 2021 Important Updates to President Biden’s Tax Plan Breaking Down the Latest Developments and How They Could Affect You By Adam Sueper, CPA On October 28, 2021, White House officials released a 10-year, $1.75 trillion revenue package...
by ScaleWP Team | Dec 30, 2021 | Financial Planning, Taxes
Highlights from Fourth Quarter 2021 Important Updates to President Biden’s Tax Plan Breaking Down the Latest Developments and How They Could Affect You By Adam Sueper, CPA On October 28, 2021, White House officials released a 10-year, $1.75 trillion revenue package...
by ScaleWP Team | Dec 30, 2021 | Estate Planning & Trusts
Choosing the right person to serve as trustee of a special needs trust is one of the most important and difficult issues in creating the trust. Special Needs Trustees typically take care of important tasks like the following: managing day-to-day operations of the...
by ScaleWP Team | Dec 22, 2021 | Financial Planning, Retirement
Three Tips for Dealing with Irrational Financial Anxiety Financial anxiety can hit at any age, and when someone is struggling to make ends meet, those worries are real and justified. However, that’s not the type of financial anxiety I’m referring to in this article....
by ScaleWP Team | Dec 21, 2021 | Business Owners, Investing
Finding the Balance Between Protecting Yourself and Investing in Your Business Successful business owners typically have one thing in common – they significantly reinvest in their businesses. Many of my business owner clients don’t even want to discuss putting aside...
