How a Spousal IRA Works and the Benefits

By Krystal Smith | October 27, 2021
a notepad with spousal IRA written on it

A spousal IRA allows a working spouse to contribute to a non-working spouse’s IRA under specific conditions Key takeaways IRAs can create tax savings while providing future retirement income A non-working spouse might not be eligible for a regular IRA But the working spouse can make contributions to a spousal IRA This arrangement benefits the…

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5 Problem-Solving Tips for Business Owners

By Krystal Smith | October 20, 2021
business owner talking to a team about solving a problem

Business problem-solving is not always straightforward, and it requires collaboration, creativity, and a deep dive to uncover the root cause. Key takeaways: Identify and address the root cause Know when to delegate Take time to outline your thoughts Ask for new perspectives Use the EOS Toolbox™ and the Issue Solving Track™ Solving problems is a…

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6 Ways to Manage Tax Records More Efficient

By Krystal Smith | October 13, 2021
tax returns file folder in a file cabinet

Are you keeping your business tax records organized? Here are 6 tips for doing it right. Key takeaways: Six tips for better records management: Keep tax documents together Go digital Get ahead of deadlines Use one account or card for expenses Put a weekly plan in place Know which documents to keep and for how…

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Provident Webinar Series

By David Auer | October 8, 2021

Attend an upcoming webinar Register below to attend an upcoming webinar on tax savings, financial advice, or other key topics. Experts from our team will present important content in an easy-to-understand manner with actionable steps. Most recent webinars… Here’s a look at some of our most recent webinars currently hosted on our YouTube Channel. Navigating…

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The Top 7 Financial KPIs for a Small Business

By Krystal Smith | October 6, 2021
financial KPIs represented on digital graphs and charts

Are you keeping accurate tabs on your business’s performance? These 7 financial KPIs will help! Key takeaways: Financial KPIs help you understand how the business is performing and what to focus on now and in the future 7 important financial KPIs: Net profit Net profit margin Average customer acquisition cost Working capital and current ratio…

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