For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Customer Relationship Management Software for Virginia Beach Businesses

Apparently, it is National Small Business Week. And while I tend to think these kinds of “national weeks” or days, or what have you, are often pretty silly … well, as someone who has been in the trenches with the SMB community over the last few years, I...

What Is Estate Planning? Six Good Reasons Everyone Should Have An Estate Plan In Virginia Beach

There is this show I've been watching on Netflix called Heir Hunters, and it chronicles 30 research companies in the UK who race to locate surviving heirs when someone dies without a will. The research companies get a commission if they can locate the heirs. It's a...

Three Financial Statements Virginia Beach SMBs Need To Get Right

If you’re a successful Virginia Beach business owner in this high-pressure time, you’ve learned to master the art of the pivot. Pivot on pricing, pivot on operations, pivot on hiring, pivot on supply, pivot on financials... Successfully pulling it off is...

Keeping Your Business Focused On Revenue Growth and Customer Retention

We've been talking about meetings, efficiency, and how Virginia Beach small business owners simply have to stay laser-focused on tasks that will bring them and their business towards actually achieving their goals. Especially with all of the political and cultural...

James Financial Services Inc’s Guide to the Profit and Loss Statement

As a small business owner, you’re often preoccupied with all the things that go into running your Virginia Beach business – the daily logistics, managing employee workflow, paying the bills, bringing in more customers… making a profit. Let’s focus on that last...

Thoughts on How Virginia Beach Business Owners Can Achieve Business Solvency

With our nation celebrating its 245th birthday on Sunday, and all of this talk about "independence" flying around, I have a question for you -- one that I think you should think hard about:Are you achieving the independence you wanted in your business?As you know,...

How To Manage Money For Virginia Beach Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

James Financial Services Inc’s Fighting Inflation Series: Taking Out a Business Loan

Today I want to start a series on how small businesses like yours can fight inflation. Because I know that’s one of the top concerns for businesses across the country right now. But I’d also like to know…How’s your business faring? I’m genuinely interested in how...

Let’s Talk About Your Business…

See, relative to their income, the rich are frugal. They save and invest. They spend less than 65% of their take-home pay on day-to-day expenses.

Small Business Mentoring For Your Virginia Beach Business

Did you know that about 20% of small businesses fail in their first year? That’s a daunting statistic for anyone starting a new Virginia Beach business. And, even scarier, is the reality that companies with owners younger than 30 are even more likely to...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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