College Financial Aid Planning

Students who cannot afford the outright costs of attending college must find alternative funding through various types of financial aid.

Saving for College

It’s never too early to start saving for college. Making the right plan for your child starts with identifying your options.

Saving for Retirement

When planning for retirement, it’s important to understand the difference between a 401k, Traditional IRA, Roth RIA, and a Simple IRA.

Paycheck Protection Program

The Paycheck Protection Program is providing small businesses with the resources they need to maintain their payroll, hire back employees who may have been laid off, and cover applicable overhead.

M. E. Sullivan, CPA Social Security Benefits Break Even Tracker

We’ve created an Excel spreadsheet to help you visualize your social security payments over time. Click the link below to download!

Self Directed Account Links for Mark J. Kohler’s Program:

Common Quickbooks Online Errors

COVID-19 Small Business Relief

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