Joseph RoppoloPrimerica
7 min
100 guides · 10 topics
Money, taxes and insurance
Taxes, bookkeeping, cash flow, loans, retirement, and the policies that protect a family or a business.
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Joseph RoppoloPrimerica
7 min
Joe HockadayJoe C. Hockaday, CPA
7 min
Rex SloverSlover Agency
7 min
By topic
Every topic, written by the member who does the work
Certified Public Accountant
Joe Hockaday · Joe C. Hockaday, CPA · 10 guides
- You moved to Texas for no state income tax: what changes and what still catches people7 min
- Which tax records to keep, for how long, and how to make them hold up if asked7 min
- What a CPA charges to prepare your return, and the details that move the price7 min
- Signs your tax return has outgrown the software, and what you can still do yourself7 min
Bookkeeping
Monis Zaidi · Assured Business Solutions · 10 guides
- What monthly bookkeeping costs a small business, and what a flat fee should cover7 min
- The monthly close, step by step, and the reports you should receive every month7 min
- QuickBooks says reconciled, but the numbers feel wrong: signs your books are off7 min
- Pennies on the dollar? What is true and false about settling back taxes with the IRS7 min
Auditor
EJ Musharbash · Malnory McNeal & Company · 10 guides
- What a CPA firm charges for bookkeeping, payroll and taxes, and what moves the fee7 min
- The IRS sent an audit letter: what happens next and how to respond7 min
- Stopping employee theft before it starts: internal controls for a small office7 min
- Payroll tax mistakes that turn into personal liability for small business owners7 min
Fractional CFO
Daniel Galimberti · ECFO · 10 guides
- You closed the acquisition: the finance mistakes that quietly erase the deal's value7 min
- What drives the cost of a fractional CFO, and how to scope one you can afford7 min
- The early warning signs of a cash crisis, months before payroll is at risk7 min
- Texas franchise tax, sales tax and payroll deposits: a finance calendar for Dallas firms7 min
Financial Advisor
Joseph Roppolo · Primerica · 10 guides
- You outlived your term policy: was the money wasted, and other life insurance myths7 min
- What a term life policy costs, and the handful of things that move the premium7 min
- Saving for college in Texas: prepaid tuition, 529 savings plans and what to fund first7 min
- SEP, SIMPLE IRA or 401(k): picking a retirement plan for a small business7 min
Commercial Banking
Leslie Haxel · Frost Bank · 10 guides
Commercial Financial Broker
Brian Gramlich · Terrydale Capital · 10 guides
- The loan package lenders want for a commercial property, and how to build it yourself7 min
- The bank said no to your commercial loan: what the decline means and where to go next7 min
- How much cash it really takes to buy an apartment building in Texas7 min
- How long a commercial real estate loan takes to close, and what fills the weeks7 min
Life and Disability Insurance
Curtis Tran · New York Life · 10 guides
- Why two life insurance quotes for the same amount can look nothing alike7 min
- The life insurance mistakes families discover only when it is too late to fix them7 min
- Term or whole life for a young family: how to decide without being sold7 min
- Planning for long-term care in Texas: what Medicare skips and what a policy may cover7 min
Health Insurance
Rex Slover · Slover Agency · 10 guides
- You lost your job and your health plan with it: the options and deadlines, in order7 min
- What it costs a small business to offer health insurance, and what moves the number7 min
- The fall coverage checkup: what to review before open enrollment closes7 min
- Still working at 65 with insurance through your job: do you need Medicare now?7 min
Property & Casualty Insurance
Aaron Husman · The Phoenix Insurance · 10 guides
- Workers' comp is optional in Texas: what opting out really means for an employer7 min
- What a classic or collector car costs to insure in Texas, and what moves the price7 min
- The once-a-year insurance review: what to check on home, auto and everything else7 min
- Home and auto are covered, so why would you need an umbrella policy?7 min
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