I talk about Josh Kaufman’s Personal MBA book all the time. It is much, much better than the MBA classes I took and much, much less costly. They have a quick article up that I love. And it really exemplifies what makes the Personal MBA so great. Explaining in simple...
Definitely one of the top five questions I get asked is how much people should pay for quarterly taxes and when. But many people confuse a lot of different ideas, so I wanted to take a minute to straighten them all out. There are a couple different terms/ideas around...
Do you hire employees or independent contractors when you need help? At one level, this is just a tax issue. Employees are paid via W-2 (normal paychecks). The company pays half the employment taxes (Medicare and Social Security) and the employee pays half. The...
Many people will tell you that the financial services industry is changing. And it is, dramatically. But where most people think that it has to do with lowering fees or using technology to make things happen faster - I see something different. I see that the Myth of...
I get asked a lot about Sales and Use Tax. So here is the CFOAndrew Intro on Sales Tax! Please note this is not an exhaustive list, rules can vary a great deal by state. I am also not touching on the "nexus" issue here. Every state has their own rules as to what...
One of my finance heroes is a man by the name of Benjamin Graham. The first book of his I ever read was Security Analysis. If you don’t know, Graham is considered the father of Value Investing and Security Analysis was the first foray into why. At the time, (in the...
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