One of the biggest costs to small businesses is the lack of efficiency in basic operations. Many small business owners mistakenly believe that investing in the latest technologies is a financial drain. In reality, upgrading to cloud accounting software improves...
Akiko Aguinaga
Finding the Right Company for a Utility Survey
Whether you’re building a new property or need to make renovations on an existing structure, a utility survey is an essential part of ensuring a safe, effective work environment. Before you work with the first company that shows up in your search bar, you should...
Do You Need Wealth Management? Here’s What You Need to Know
You and your family worked hard to build the wealth that you have. Whether that wealth has been carefully maintained over generations or is a more recent achievement, it is something to be proud of. It is also something worth caring for – but that can be difficult...
Navigating Changes to Securities Rule 152c11 in Salt Lake City, UT
Securities transfer agents have several important roles. One of the most essential is helping corporate executives build and maintain positive shareholder relationships. Transfer agents support this by providing the knowledge and capability to navigate changing...
HOW TO SELL MY ANNUITY
If you are wondering “how do I sell my annuity,” the main thing to remember is that you must follow certain steps when selling. Selling any kind of annuity is considered a legal process, as you must have a judge’s approval to sell your annuity for cash. Step One: Talk...