Archive of Situation Analysis Articles

Archive of Situation Analysis Articles

(The newest articles on the top)

  • 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