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    Read more about the article Women: The Traits of A Good Investor

    Women: The Traits of A Good Investor

    • Post author:Annette Sullivan
    • Post published:August 25, 2022
    • Post category:
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    Regardless of your investing experience, certain traits can be advantageous for anyone investing. Let's see what they are.

    Continue ReadingWomen: The Traits of A Good Investor
    Read more about the article Tips for “Sandwich Generation” Women

    Tips for “Sandwich Generation” Women

    • Post author:Annette Sullivan
    • Post published:November 22, 2021
    • Post category:
    • Post comments:0 Comments

    Tips for women who are caregivers to elderly parents and their own children.

    Continue ReadingTips for “Sandwich Generation” Women
    Read more about the article Women – Why Women Need Life Insurance

    Women – Why Women Need Life Insurance

    • Post author:Annette Sullivan
    • Post published:February 23, 2021
    • Post category:
    • Post comments:0 Comments

    We continue our series on women taking control of their money in 2021 with a discussion on how having insurance can protect our assets. Also, a discussion on why women need life insurance.

    Continue ReadingWomen – Why Women Need Life Insurance
    Read more about the article Women – Overcoming Obstacles to Financial Security

    Women – Overcoming Obstacles to Financial Security

    • Post author:Annette Sullivan
    • Post published:February 5, 2021
    • Post category:
    • Post comments:0 Comments

    In this episode we share ways that women and men are different financially and how those difference can be a greater challenge for women to achieve financial security. We discuss steps women can take to address this challenge and move to financial security.

    Continue ReadingWomen – Overcoming Obstacles to Financial Security
    Read more about the article Women – Take control of your money in 2021

    Women – Take control of your money in 2021

    • Post author:Annette Sullivan
    • Post published:January 28, 2021
    • Post category:
    • Post comments:0 Comments

    Tips on how women can take control of their money in 2021

    Continue ReadingWomen – Take control of your money in 2021

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    New Podcast Episodes from Temple Management

    • Women: The Traits of A Good Investor
    • Five mistakes you might be making with your money.
    • Keep your business finances from falling through the cracks.

    New Articles from Temple Management

    • 10 tips to build financial literacy within a nonprofit
    • Do you know the nonprofit filing requirements this tax season? 
    • 5 financial best practices every nonprofit should know in 2023

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    Year End Financial Planning

    Year End Financial Planning
    Year End Financial Planning
    Year End Financial Planning Part 1 Reviewing and Adjusting Tax
    00:00 / 32:11
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    • Year End Financial Planning Part 1 Reviewing and Adjusting Tax

      Year End Financial Planning Part 1 Reviewing and Adjusting Tax

      Dec 17, 2020 • 32:11

      Year-end 2020 financial planning considerations part 1 - We discuss income tax withholding, why you should review them at year end what you can do if you don't want any surprises at tax time April 2021.

    • Year-end financial planning part 2 – Retirement and Health Savings Account (HSA) plan considerations

      Year-end financial planning part 2 – Retirement and Health Savings Account (HSA) plan considerations

      Dec 29, 2020 • 35:04

    Nonprofit Finance

    Nonprofit Finance
    Nonprofit Finance
    NFP Financial Transparency
    00:00 / 28:20
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    • NFP Financial Transparency

      NFP Financial Transparency

      Apr 28, 2021 • 28:20

      What is financial transparency? and what are the benefits to financial transparency reporting in your nonprofit or business?

    • Nonprofit Tax Exemption Tips

      Nonprofit Tax Exemption Tips

      Jul 13, 2021 • 32:30

      In this episode, we provide pointers on the process for an NFP to get its federal tax exemption (501c3) and how to stay exempt.

    • Questions to ask an Accounting Firm before working together.

      Questions to ask an Accounting Firm before working together.

      Sep 6, 2021 • 31:36

      In this episode, we discuss some questions your for-profit or nonprofit organization should ask an accounting firm before working together.

    • Keep your business finances from falling through the cracks.

      Keep your business finances from falling through the cracks.

      Mar 29, 2022 • 31:13

      Whether you are a small business or a nonprofit organization, there will always be bumps in the road. Here's how you can keep your business or organization's finances from falling through the cracks.

    Personal Finance

    Personal Finance
    Personal Finance
    Maintaining a Personal Financial Record Keeping System
    00:00 / 34:46
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    • Maintaining a Personal Financial Record Keeping System

      Maintaining a Personal Financial Record Keeping System

      Aug 24, 2020 • 34:46

      What is a personal financial record keeping system? Why is it important? Tips for establishing and maintaining a personal financial record keeping system

    • Pre-pandemic financial mind

      Pre-pandemic financial mind

      Sep 8, 2020 • 33:12

      Part 1 of 3 dealing with understanding our mindset and financial habits prior to March 2020 with the goal of transforming our financial mindset and financial habits to something better going into 2021.

    • During Pandemic Financial Mind

      During Pandemic Financial Mind

      Sep 17, 2020 • 31:06

      Part 2 of our 3 part series on evaluating and changing our way of thinking regarding personal finances and financial habits. This episode addresses some tips and suggestions as to things that we can do in our “downtime” during this pandemic to move to the next level in our finances.

    • Knowing and Building Your Assets to Create Wealth

      Knowing and Building Your Assets to Create Wealth

      Sep 24, 2020 • 30:36

      Did you know that wealth is created? Knowing and building your personal assets is the first step to creating wealth.

    • Protecting Your Assets

      Protecting Your Assets

      Oct 1, 2020 • 31:18

      Strategies for reducing risk of losing your personal and business assets

    • How do I figure my net worth?

      How do I figure my net worth?

      Oct 9, 2020 • 31:47

      We show you how to figure your personal net worth and what it means

    • Social Security Retirement Basics

      Social Security Retirement Basics

      Apr 16, 2021 • 32:55

      In this episode, we discuss social security retirement terminology and things to consider when deciding when to claim your social security retirement benefits.

    • Financial Aid for College

      Financial Aid for College

      Jun 7, 2021 • 32:04

      In this episode, we discuss the basics of getting financial aid for your student's college costs.

    • College education planning tips

      College education planning tips

      Jun 16, 2021 • 29:25

      In this episode, we provide general tips as you and your student approach the stage of applying for college.

    • Personal Assets

      Personal Assets

      Jun 28, 2021 • 31:28

      What are personal assets? How important are they to your finances? We discuss personal assets, provide examples and their importance in your financial life. We also distinguish between personal assets and income.

    Starting a Business

    Small Business Tips
    Small Business Tips
    Initial Considerations When Starting a Business
    00:00 / 32:16
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    • Initial Considerations When Starting a Business

      Initial Considerations When Starting a Business

      Oct 30, 2020 • 32:16

      If you are planning to or have just started a business, here are some tips you should initially consider.

    • Starting a Business Part 2 - Choosing an entity

      Starting a Business Part 2 - Choosing an entity

      Nov 10, 2020 • 34:22

      When starting a business, a crucial step is to select the type of entity your business will be. We discuss attributes of various entities and delve into the Sole Proprietor and General Partnership entity types.

    • Starting a Business Part 3 - Choosing an entity

      Starting a Business Part 3 - Choosing an entity

      Nov 19, 2020 • 33:39

      In this episode, we discuss the Limited Liability (LLC), Limited Partnership and Limited Liability Partnership (LLP) forms of business. These are three of eight entity type options available for businesses.

    • Starting a Business Part 4 - C Corp vs S Corp

      Starting a Business Part 4 - C Corp vs S Corp

      Nov 24, 2020 • 34:16

      Are you considering starting a business and not sure what form of entity to operate under? We describe attributes of a C Corporation and S Corporation in this episode.

    • Raising Money for Your Business

      Raising Money for Your Business

      Dec 2, 2020 • 34:29

      In this episode, we share the fundamentals of raising money for your business: How much will you need? debt vs equity and funding sources

    • Starting a Business - what to do with your 401K

      Starting a Business - what to do with your 401K

      Dec 11, 2020 • 30:55

      Starting a Business: If you are leaving your job to start a business, what are your options for your employer sponsored retirement plan (401K, 403B)?

    • Hiring employees, employment taxes and the small business employer

      Hiring employees, employment taxes and the small business employer

      Mar 18, 2021 • 31:10

      As a small business employer you must properly classify your workers and ensure that your business complies with its employment tax responsibilities. We also discuss a few other key steps in hiring employees.

    • Employees vs Independent Contractor Classification

      Employees vs Independent Contractor Classification

      Apr 30, 2021 • 29:43

      A discussion on employee vs independent contractor classification from a worker's perspective and an employer's perspective.

    • Paying Yourself as a Business Owner

      Paying Yourself as a Business Owner

      Oct 11, 2021 • 33:49

      How do you compensate yourself as a business owner?

    • Keep your business finances from falling through the cracks.

      Keep your business finances from falling through the cracks.

      Mar 29, 2022 • 31:13

      Whether you are a small business or a nonprofit organization, there will always be bumps in the road. Here's how you can keep your business or organization's finances from falling through the cracks.

    Women’s Finances

    Women's Finances
    Women's Finances
    Women - Take control of your money in 2021
    00:00 / 36:14
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    • Women - Take control of your money in 2021

      Women - Take control of your money in 2021

      Jan 28, 2021 • 36:14

      Tips on how women can take control of their money in 2021

    • Women - Overcoming Obstacles to Financial Security

      Women - Overcoming Obstacles to Financial Security

      Feb 5, 2021 • 34:11

      In this episode we share ways that women and men are different financially and how those difference can be a greater challenge for women to achieve financial security. We discuss steps women can take to address this challenge and move to financial security.

    • Women - Why Women Need Life Insurance

      Women - Why Women Need Life Insurance

      Feb 23, 2021 • 31:03

      We continue our series on women taking control of their money in 2021 with a discussion on how having insurance can protect our assets. Also, a discussion on why women need life insurance.

    • Tips for “Sandwich Generation” Women

      Tips for “Sandwich Generation” Women

      Nov 22, 2021 • 30:12

      Tips for women who are caregivers to elderly parents and their own children.

    • Women: The Traits of A Good Investor

      Women: The Traits of A Good Investor

      Aug 25, 2022 • 31:14

      Regardless of your investing experience, certain traits can be advantageous for anyone investing. Let's see what they are.

    PPP and EIDL

    PPP and EIDL
    PPP and EIDL
    Stimulus and PPP Update
    00:00 / 28:37
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    • Stimulus and PPP Update

      Stimulus and PPP Update

      Oct 26, 2020 • 28:37

      In this show we define the "skinny heals" bill and provide an update on PPP2 and loan forgiveness application options for the PPP.

    • Paycheck Protection Program 2

      Paycheck Protection Program 2

      Jan 28, 2021 • 37:21

      A summary of the Paycheck Protection Program 2 for new borrowers and those who would like to borrow for a second time

    • Changes to PPP 2 Program (Feb 2021)

      Changes to PPP 2 Program (Feb 2021)

      Mar 3, 2021 • 31:15

      Big changes have been made to the PPP program to help the smallest of businesses who are struggling to apply for and get financial relief through the program. These changes are targeted to businesses with less than 20 employees, primarily the self-employed, independent contractors and sole proprietors. In this episode,…

    • Basics of SBA Targeted EIDL Advance Program Funding

      Basics of SBA Targeted EIDL Advance Program Funding

      Mar 30, 2021 • 32:10

      Under the Economic Aid act passed in December 2020, funding is available to businesses and nonprofits under the SBA Targeted EIDL Advance Program. We explain what it is, how businesses qualify and how the process works to apply for this funding.

    Take Control of your Money

    Take Control of your Money
    Take Control of your Money
    Take control of your money in 2021 - Part 1 - Making your banking work
    00:00 / 33:18
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    • Take control of your money in 2021 - Part 1 - Making your banking work

      Take control of your money in 2021 - Part 1 - Making your banking work

      Jan 14, 2021 • 33:18

      Ideas and tips on going from having a banking account to banking relationship. We also discuss ways to get the most out your banking experience.

    • Take control of your money in 2021 - part 2 - working with an advisory team

      Take control of your money in 2021 - part 2 - working with an advisory team

      Jan 22, 2021 • 32:57

      In this episode we share the importance of having and the various professionals that may be a part of your business advisory team such attorneys, CPAs and financial advisors. We also share what you should look for when hiring such professionals.

    • Test your knowledge of personal finance basics – Part I

      Test your knowledge of personal finance basics – Part I

      Jul 2, 2021 • 31:55

      Let’s have a little fun testing your knowledge of personal finance basics. It is an excellent time to discover your stronger and weaker areas of basic personal finance.

    • Keep your business finances from falling through the cracks.

      Keep your business finances from falling through the cracks.

      Mar 29, 2022 • 31:13

      Whether you are a small business or a nonprofit organization, there will always be bumps in the road. Here's how you can keep your business or organization's finances from falling through the cracks.

    • Five mistakes you might be making with your money.

      Five mistakes you might be making with your money.

      Jun 1, 2022 • 29:52

      In this episode, we talk about what you could be getting wrong concerning your finances.

    • Women: The Traits of A Good Investor

      Women: The Traits of A Good Investor

      Aug 25, 2022 • 31:14

      Regardless of your investing experience, certain traits can be advantageous for anyone investing. Let's see what they are.

    Small Business Recordkeeping

    Small Business Recordkeeping
    Small Business Recordkeeping
    Small Business Recordkeeping Part 1
    00:00 / 35:50
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    • Small Business Recordkeeping Part 1

      Small Business Recordkeeping Part 1

      Mar 16, 2021 • 35:50

      We discuss the importance of small businesses keeping good records. In this episode, we discuss the reasons for good financial recordkeeping and types of documents necessary for a business to succeed.

    • Small Business Recordkeeping Part 2

      Small Business Recordkeeping Part 2

      Mar 16, 2021 • 33:15

      We discuss the importance of small businesses keeping good records. In this episode, we discuss the reasons for good financial record keeping and types of documents necessary for a business to succeed.

    • Do you still have a PPP loan and have not yet applied for forgiveness? Here is a PPP loan update.

      Do you still have a PPP loan and have not yet applied for forgiveness? Here is a PPP loan update.

      Sep 20, 2021 •

      In this episode we remind businesses of the purpose of the PPP loans, what you could spend the money on, loan forgiveness requirements and changes, and general PPP loan fraud investigation information.

    • Paying Yourself as a Business Owner

      Paying Yourself as a Business Owner

      Oct 11, 2021 • 33:49

      How do you compensate yourself as a business owner?

    • Keep your business finances from falling through the cracks.

      Keep your business finances from falling through the cracks.

      Mar 29, 2022 • 31:13

      Whether you are a small business or a nonprofit organization, there will always be bumps in the road. Here's how you can keep your business or organization's finances from falling through the cracks.

    Taxes

    Taxes
    Taxes
    Tax Tips and Reminders for the 4th Quarter of 2020
    00:00 / 31:28
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    • Tax Tips and Reminders for the 4th Quarter of 2020

      Tax Tips and Reminders for the 4th Quarter of 2020

      Oct 13, 2020 • 31:28

    • Hiring employees, employment taxes and the small business employer

      Hiring employees, employment taxes and the small business employer

      Mar 18, 2021 • 31:10

      As a small business employer you must properly classify your workers and ensure that your business complies with its employment tax responsibilities. We also discuss a few other key steps in hiring employees.

    • Nonprofit Tax Exemption Tips

      Nonprofit Tax Exemption Tips

      Jul 13, 2021 • 32:30

      In this episode, we provide pointers on the process for an NFP to get its federal tax exemption (501c3) and how to stay exempt.

    • IRS Tax Tips

      IRS Tax Tips

      Jan 31, 2022 • 30:53

      As the IRS encourages, we share these Tax Tips with you to help you navigate this tax season.

    Self Employment

    Self Employment
    Self Employment
    The self-employed and social security
    00:00 / 32:46
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    • The self-employed and social security

      The self-employed and social security

      Apr 23, 2021 • 32:46

      We discuss how the self-employed pay social security taxes and report social security earnings vs those who are not self-employed.

    • Paying Yourself as a Business Owner

      Paying Yourself as a Business Owner

      Oct 11, 2021 • 33:49

      How do you compensate yourself as a business owner?

    College

    College
    College
    College costs
    00:00 / 31:27
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    • College costs

      College costs

      May 13, 2021 • 31:27

      What is meant by college “cost of attendance”? We also discuss some things to consider that may lower the cost of college.

    • 529 College Savings Plan

      529 College Savings Plan

      May 19, 2021 • 33:44

      In this episode, we share some basics about the popular 529 college savings plan, including tax advantages and college costs that can be paid from distributions from the plan.

    • Other ways to save for college costs

      Other ways to save for college costs

      May 28, 2021 • 29:58

      The 529 plan is a great college savings tool, but what are other ways you can save to pay for college costs?

    • Financial Aid for College

      Financial Aid for College

      Jun 7, 2021 • 32:04

      In this episode, we discuss the basics of getting financial aid for your student's college costs.

    • College education planning tips

      College education planning tips

      Jun 16, 2021 • 29:25

      In this episode, we provide general tips as you and your student approach the stage of applying for college.

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