Business Owner Alert: How to Manage Online Reviews
Your business just got a negative online review. What do you do? Too many business owners internalize the bad remarks. But you have choices.
Quiz: IRS Statistics
It’s a bit of an understatement to say that tax time is a busy time for the IRS. When 131 million households do the same thing at the same time, the numbers are staggering.
Feature Article: Getting Ready for Tax Season
Most people start to get their 1099s from work by late January and their 1099-B and 1099-DIV will start to arrive a short time later. We will remind readers that CFD Tax Planning can help.
Lifestyle: Quiz: Passwords
At CFD’s Annual Conference, the FBI gave the CFD family an update on identity theft. Easy tasks like changing your passwords can make a big difference. When was the last time you changed your password?
General Interest: Home Is Where the Low-Cost Mortgage Is
Roughly 80% of homeowners have a mortgage interest rate below 5%, which is making it difficult to consider moving. What will happen if interest rates trend lower?
Product Position: How a Qualified Charitable Distribution (QCD) Works
A QCD allows you to donate directly from specific retirement accounts to qualified charities without recognizing the distribution as taxable income. Is it right for you?
The Cycle of Money: An Inside Look at a $20 Bill
Would you be surprised to hear that 38 million bank notes are produced each day by the Bureau of Engraving and Printing?1
Aligning Your Portfolio with Your Faith
Discover God’s Story for Investing is an ongoing series that examines faithful investing from the biblical story in coordination with the Eventide Center for Faith & Investment.
Setting Goals for 2025
Stats show that more than 26 million adults aged 50 and older will create at least one New Year’s resolution for 2025.1,2
The SECURE 2.0 Act and Small Businesses
A recent study by Gallup found that only 23% of employees are engaged with their work. When you are not engaged, your heart isn’t in your work—so any job might work for you.1
