The Latest
Tax News
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Don’t Wait Until December: Fall Tax Planning Checklist
When autumn arrives, taxes probably aren’t the first thing on your mind. But September and October can be some of the best months to take a closer look at your tax situation. Waiting until December—or worse, until tax season—can limit the planning options available to you. A fall tax checkup gives you time to review…
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The Importance of Good Bookkeeping Habits
What Every New Business Owner Should Be Tracking Starting a business is exciting. You’re focused on finding customers, making sales, building your reputation, and figuring out what comes next. Bookkeeping? That may not feel quite as exciting. But developing good bookkeeping habits from the beginning can save you time, money, and frustration later. It also…
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Choosing the Right Retirement Plan
Think Beyond Retirement For a small business owner, choosing a retirement plan isn’t just about saving for someday. It can also be an important part of your business and tax-planning strategy today. Depending on your business structure, income, employees, and goals, options such as a SIMPLE IRA, SEP IRA, or solo 401(k) may allow you…
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Getting Ready for your Annual Medicare Enrollment Period
What You Need to Know As Medicare’s Annual Enrollment Period (AEP) approaches, from October 15 to December 7, it’s time to review your healthcare needs and make adjustments to your Medicare plans. Whether you’re considering joining, dropping, or changing plans, AEP is your opportunity to ensure your coverage is the best fit for the upcoming…
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Understanding Form 1099-K
What Small Business Owners and Online Sellers in Western New York Need to Know If you own a small business in Jamestown, Lakewood, Mayville, or anywhere in Western New York, and sell products or services online, you’ve probably heard about Form 1099-K. Whether you operate an Etsy shop, sell on eBay, accept payments through Square,…
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Saving for College
Qualified Tuition (529) Plans Offer More Flexibility Than Ever When most people think of a 529 Qualified Tuition Plan, they think of saving for college. While that’s still one of the biggest benefits, today’s 529 plans offer families much more flexibility than they did just a few years ago. Whether you’re a parent saving for…
Business Advisory News
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The Importance of Good Bookkeeping Habits
What Every New Business Owner Should Be Tracking Starting a business is exciting. You’re focused on finding customers, making sales, building your reputation, and figuring out what comes next. Bookkeeping? That may not feel quite as exciting. But developing good bookkeeping habits from the beginning can save you time, money, and frustration later. It also…
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Choosing the Right Retirement Plan
Think Beyond Retirement For a small business owner, choosing a retirement plan isn’t just about saving for someday. It can also be an important part of your business and tax-planning strategy today. Depending on your business structure, income, employees, and goals, options such as a SIMPLE IRA, SEP IRA, or solo 401(k) may allow you…
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Understanding Form 1099-K
What Small Business Owners and Online Sellers in Western New York Need to Know If you own a small business in Jamestown, Lakewood, Mayville, or anywhere in Western New York, and sell products or services online, you’ve probably heard about Form 1099-K. Whether you operate an Etsy shop, sell on eBay, accept payments through Square,…
Medicare News
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What Are My Medicare Prescription Options
If you’re about to turn 65 or have recently celebrated the milestone, you’re now eligible to enroll in Medicare. A common question is whether Medicare will cover your current prescriptions. Fortunately, there are two primary ways to ensure your medications—both current and new—are covered, and everyone with Medicare Part A or Part B can take…
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Holiday Traditions to Enjoy With Friends and Family
The holidays are a time to embrace cherished traditions that warm our hearts and bring us closer to those we love. Whether you’re continuing long-standing family customs or looking to start something new, creating meaningful moments with friends and family is what makes the season truly special. Here are some festive ideas to inspire joy…
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The Fire Movement
Retiring Early Through Financial Independence Retiring early isn’t just a dream for some—it’s a movement known as Financial Independence, Retire Early (FIRE), which has gained momentum across the U.S. The concept began in the early 1990s when former Wall Street analyst Joe Dominguez shared his story in the book Your Money or Your Life. Dominguez retired at…