Investment Management services
We work closely with each new client to make sure we understand their financial goals, needs and risk tolerance.
Financial & Retirement Planning Services
401K and IRA planning services
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THE MONEY MANAGERS, INC. TEAM
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We use cutting edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. This helps us ensure that your portfolio aligns with YOUR investment goals and expectations. Together we can take the guesswork out of your financial future.
Recent Financial News
Did you know that your summer team-building activities can be tax-deductible? It’s true, as long as these activities meet certain criteria.
Swipe through for an overview of this criteria, applicable activities, and detailed records that your business will need to keep ➡️
As always, reach out to us anytime with accounting questions or needs. We’re here to support you and your business all year long.
Starting your own business and wondering if you can handle the bookkeeping yourself? You can! But in many cases, it’s helpful to have outside help.
The first step is to set up a separate bank account for your new business to help you monitor your revenue and expenses, laying a solid foundation for financial management💼
Remember, you’re not alone in this journey! Whether it’s setting up your system or managing the books on an ongoing basis, we’re here to get you the help you need 🤝 Reach out anytime.
In today’s ever-evolving job market, it’s crucial to distinguish between employees and independent contractors. The IRS sets firm guidelines to differentiate the two, affecting everything from work dynamics to financial and legal responsibilities.
With that in mind, we’re sharing an overview of the key differences. Swipe for a breakdown ↩️
Have questions about tax considerations related to employees and independent contractors? Reach out to us today! We’re here to help.
Embarking on an entrepreneurial journey? The first critical decision is selecting the right business structure. It’s not just about starting; it’s about starting right! Let’s break down the options and what they mean for you. Swipe through for more context ➡️
Let’s chat about the perfect structure for your business. Reach out to our team of dedicated accountants to kickstart your venture with confidence!
On behalf of our entire team, we want to wish all mother figures out there a very Happy Mother’s Day!
No matter how you celebrate, we hope you have a relaxing and meaningful day surrounded by loved ones.
Remember, if you have any questions or need assistance, don’t hesitate to DM us or give our office a call. We’re here to help!
What happens to pets in the case of divorce or the death of an owner?
Through estate plans, owners are able to ensure the needs of their pets are met, even if something happens to them.
When considering estate planning for pets, essential factors include:
🐾 Identifying unique care needs and the desired living arrangement for each pet.
🐾 Allocating financial resources for their care.
🐾Selecting responsible individuals for daily care and financial oversight.
Failure to plan can leave pets at risk of not receiving proper care or even euthanization. To mitigate such outcomes, establishing a pet trust can provide a structured solution, offering peace of mind that your pets will receive the care and protection they deserve in your absence.
Want more information? Reach out to our team — we are here to help.
We made it through another tax season, but that doesn’t mean our work is done! In fact, now is the perfect time to reflect not only on the past year but also to look ahead, as the actions you take now can significantly impact your future tax situation.
With that in mind, we’re sharing today some essential strategies and best practices for the tax “off-season.” Swipe through to discover steps you can take now to potentially reduce tax liability down the road ➡️
Have questions or need personalized advice? Reach out to us anytime! We’re here to help.
Did you know that making a small tweak to your 401(k) plan could massively boost employee participation? Automatic enrollment is a game-changer, with a National Bureau of Economic Research study showing an 80% increase in worker 401(k) participation after the implementation of automatic enrollment 📈
Keep reading to learn more about best practices when implementing automatic enrollment. And remember, by making participation the default option, you’re not just helping employees save for retirement; you’re also helping them invest in their future selves without the extra hassle.
Contact us if you have any questions!
Offering financial education and guidance can be a game-changer in how your employees approach their retirement savings and overall financial wellness.
That’s why our team has compiled four best practices we can leverage together to make your 401(k) plan a pillar of empowerment and security in your workplace👉
If you would like to discuss 401(k) options, do not hesitate to reach out! We’re here to help you build a brighter future for your team.
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