Columns/Blogs

Personal Columnist

• Personal Finance - Arla Wallace - Arla Wallace is an accounting professional with over 20 years experience. She spent several years working for both publicly-traded and private entities before founding her own business. Today she partners with small business owners so they can focus on operations while leaving the responsibility of staying on top of accounting tasks to her. She is a Certified Public Accountant (CPA) and a Certified ProAdvisor for Quickbooks Online.
• Personal Finance - Rich Best - Rich Best has spent 28 years in the financial services industry, as an advisor, a managing partner, directors of training and marketing, and now as a consultant to the industry. Click to read his financial advice.

Situation Analysis

• Preparing for Required Minimum Distributions in 2025 - Proper RMD planning minimizes taxes, protects wealth, and ensures financial stability. Work with an advisor to align RMDs with your retirement goals.
• Top 5 Financial Resolutions to Kickstart Your 2025 - Start 2025 strong with these financial resolutions: build savings, review insurance, update your estate plan, optimize retirement savings, and rebalance investments.
• Click here to read more articles about Situation Analysis.