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Many small businesses assume hackers won’t bother with them. But 75% of small businesses experienced at least one attack last year. And 60% of those that suffered an attack didn’t make it six months afterwards.

If you want to strengthen your defenses, start with these foundational moves:
1. A written data protection policy
2. Reliable backups (cloud + offline)
3. Encryption for devices and sensitive information
4. Activity monitoring so you catch issues early
5. Secure software with the right compliance safeguards

We've seen the financial chaos cyber incidents can create, and we can tell you this: protecting your data is protecting your business.
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Most business owners have one that slips.

You can be tidy but inconsistent, or consistent but disorganized. Both come with headaches.

Which one challenges you more lately?
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Most business owners have one that slips.

You can be tidy but inconsistent, or consistent but disorganized. Both come with headaches.

Which one challenges you more lately?

No wrong answers here. ... See MoreSee Less

No wrong answers here.

Everyone else in December:
“𝙎𝙝𝙤𝙪𝙡𝙙 𝙬𝙚 𝙜𝙚𝙩 𝙢𝙖𝙩𝙘𝙝𝙞𝙣𝙜 𝙥𝙖𝙟𝙖𝙢𝙖𝙨?”

Us in December:
“𝙎𝙝𝙤𝙪𝙡𝙙 𝙬𝙚 𝙝𝙖𝙧𝙫𝙚𝙨𝙩 𝙩𝙝𝙤𝙨𝙚 𝙘𝙖𝙥𝙞𝙩𝙖𝙡 𝙡𝙤𝙨𝙨𝙚𝙨 𝙤𝙧 𝙗𝙪𝙢𝙥 𝙪𝙥 𝙩𝙝𝙖𝙩 𝙃𝙎𝘼 𝙘𝙤𝙣𝙩𝙧𝙞𝙗𝙪𝙩𝙞𝙤𝙣?”

It’s December 1st — which means there’s still time to:
✔ Lower your taxable income
✔ Grab deductions before they expire
✔ Do a little year-end investment cleanup
✔ Make sure 2025-You isn’t stuck with an avoidable tax bill

Most people don’t realize how many money-saving moves are still on the table right now.

If you want me to help you sort through your options before the year closes, just drop a 👍.
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Everyone else in December:
“𝙎𝙝𝙤𝙪𝙡𝙙 𝙬𝙚 𝙜𝙚𝙩 𝙢𝙖𝙩𝙘𝙝𝙞𝙣𝙜 𝙥𝙖𝙟𝙖𝙢𝙖𝙨?”

Us in December:
“𝙎𝙝𝙤𝙪𝙡𝙙 𝙬𝙚 𝙝𝙖𝙧𝙫𝙚𝙨𝙩 𝙩𝙝𝙤𝙨𝙚 𝙘𝙖𝙥𝙞𝙩𝙖𝙡 𝙡𝙤𝙨𝙨𝙚𝙨 𝙤𝙧 𝙗𝙪𝙢𝙥 𝙪𝙥 𝙩𝙝𝙖𝙩 𝙃𝙎𝘼 𝙘𝙤𝙣𝙩𝙧𝙞𝙗𝙪𝙩𝙞𝙤𝙣?”

It’s December 1st — which means there’s still time to:
 ✔ Lower your taxable income
 ✔ Grab deductions before they expire
 ✔ Do a little year-end investment cleanup
 ✔ Make sure 2025-You isn’t stuck with an avoidable tax bill

Most people don’t realize how many money-saving moves are still on the table right now.

If you want me to help you sort through your options before the year closes, just drop a 👍.

Don't forget to support your neighbors and friends tomorrow on Small Business Saturday.

Any local favorites the rest of us should know about?
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Dont forget to support your neighbors and friends tomorrow on Small Business Saturday.

Any local favorites the rest of us should know about?

While we live in a world that feeds on a steady diet of complaint, may you find the riches in today's holiday. And not just today, but every day.

From our hearts to yours: Happy Thanksgiving!

We are grateful every day for the chance to serve you and be your go-to for so much of your financial guidance.
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While we live in a world that feeds on a steady diet of complaint, may you find the riches in todays holiday. And not just today, but every day.

From our hearts to yours: Happy Thanksgiving!

We are grateful every day for the chance to serve you and be your go-to for so much of your financial guidance.
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