Archive of Situation Analysis Articles

Archive of Situation Analysis Articles

(The newest articles on the top)

  • How to Prevent a Phishing Attack from Crippling Your Business
    Tips on protecting your business against Phishing attacks.... more
  • For Your Midyear Business Review Don't Forget a Personal Financial Checkup
    Make time to focus on your own personal financial situation even if your business is consuming a majority of your time.... more
  • For the Best Long-Term Investment Results, Turn off the Media Noise
    Getting headlines and information out about investors can actually do more harm than good. Information is key however, too much information can become overwhelming and mess up your investment strategy.... more
  • Before You Hire...5 Things You Need to Know about Employee Law
    As your business continues to grow, you typically need to start hiring more employees. When doing so, there are things you need to know and understand about employment law.... more
  • Home Improvement Scams and How to Avoid Them
    Tips on how to avoid scams when renovating your home.... more
  • What the Fed Rate Hikes Mean for Small Businesses
    With the Federal Reserve rates hiking up seven times in the last two years, you may ask what to do as a business owner. With proper planning and strategic moves, you can use this to your advantage.... more
  • Most Business Owners Don't Fully Understand the New Pass-Through Deduction
    With the new 20% pass-through deduction, there is a lot of confusion on who with qualify. A lot of factors come into play, like income, capital gains or losses, and a whole lot of other things. Getting educated and speaking with professional tax help is crucial.... more
  • In a Tumultuous Market Investors Need to Focus on What They...
    Don't sweat the small stuff. Keep your investment focus on your long term goal. Not the 'here and now'.... more
  • Strategies for Capital Preservation in Turbulent Times
    When properly designed and implemented, your capital preservation strategy removes the guess work involved in navigating turbulent times.... more
  • Starting to Invest
    If you want to invest on your own consider these issues.... more
  • Easy Ways to Save
    Consider an automatic saving plan to help you save.... more
  • Monitoring Your Investment and Financial Progress
    Information on better measuring your financial situation.... more
  • First Job Change
    Things to consider before changing a job.... more
  • Considering Starting a Business
    Things to consider if you want to start a business.... more
  • Borrowing Strategy
    Strategy for using debt.... more
  • Retirement Planning
    Here are some tips on planning for retirement starting now.... more
  • When Should I Start Taking Social Security
    Understanding more about retirement benefits from Social Security.... more
  • Understanding Tax Brackets
    Read this article to have an understanding of the difference between your effective tax rate and your marginal tax bracket.... more
  • Household Spending Analysis
    Help in creating a household budget.... more
  • Safe Deposit Box
    If you are seeking a safe deposit box, here are what to and not to keep in it.... more
  • Life Insurance
    Help in considering how much life insurance you need.... more
  • Umbrella Liability Insurance
    Consider having an umbrella policy if you want more protection against claims.... more
  • Retirement Planning
    Here are some tips on planning for retirement starting now.... more