Freedomfolio

10/12/2026

Your beneficiary designations may need a checkup too. A lot can change in your investments, retirement plans, and family life—and outdated beneficiaries can undo your estate planning goals. Make sure your wishes still match your current life. Read now to find out why a quick review matters.

A periodic review of your designated beneficiaries is vital to ensuring your estate planning objectives are met. Learn when to update your will and policies.

10/12/2026

Are your beneficiary designations up to date? Marriage, divorce, and other life changes can affect who inherits your assets. Watch this video to learn why regular reviews are important.

10/08/2026

Think your tax return was filed, but the IRS says they never got it? That mismatch can trigger penalties, refund loss, and serious stress years later. Learn how to verify what really happened, protect your rights, and fix it fast. Read now.

Received an IRS notice claiming your return is missing? Learn how to verify the letter, audit your e-file logs, and resolve the issue step-by-step.

10/07/2026

Think your tax return is safe after 3 years? Not always. A recent court ruling means the IRS may still assess tax on a fraudulent return decades later—even if the fraud was done by a preparer without your knowledge. Protect yourself by reviewing every return and keeping solid records. Read now.

The Supreme Court leaves taxpayers open to infinite IRS audits if a preparer commits fraud. Learn how to protect your growth-stage business.

10/05/2026

Learn when businesses must file Form 8300, what counts as cash, and the reporting rules that apply to large cash payments.

10/01/2026

Scammers use fear, urgency, and trust to target older adults. Learn common warning signs, how to prevent fraud, and steps families can take to help protect loved ones.

Learn how scammers target older adults through fraud schemes and discover warning signs, prevention tips, and steps to protect finances

09/28/2026

Recent Tax Court and Fifth Circuit rulings create uncertainty around when a limited partner’s income may be subject to self-employment tax. Learn what tax professionals need to know.

09/25/2026

Here are the October 2026 Business Due Dates

Review key October 2026 business tax deadlines for corporate returns, payroll tax deposits, nonpayroll withholding, and retirement plans.

09/24/2026

Here are the October 2026 Individual Due Dates

Review key October 2026 tax deadlines for individuals, including extended 2025 tax returns, foreign account reporting, and September tip income.

09/24/2026

If you run a $2M+ Shopify or Amazon brand, you do NOT need to spend hours studying your financial statements every month.

Start with 10 minutes.

Here’s the monthly financial review I want e-commerce founders to get into the habit of doing:

1. Look at cash

How much money is actually available today?

Not revenue.
Not pending Shopify payouts.

Cash you can use.

2. Look at what you owe

Check:

• Credit cards
• Accounts payable
• Payroll
• Taxes
• Loan payments
• Other short-term liabilities

Having $150K in the bank feels very different if $140K needs to leave next week.

3. Look at revenue

What was actual revenue across the business?

And most importantly:

Does it reconcile to the platforms where the sales happened?

4. Look at gross margin

Sales are great.

But what did it cost you to generate those sales?

If gross margin is deteriorating while revenue is increasing, you want to know why.

5. Look at marketing

Don’t stop at ROAS.

Look at the dollar amount you spent on marketing and ask:

“What did this ultimately contribute to the company?”

Marketing metrics and company profitability are related.

They are not the same thing.

6. Look at net profit

After payroll, software, fees, rent, insurance, accounting, marketing and everything else...

What did the company actually make?

7. Ask one final question

What looks weird?

This is one of the most useful questions a founder can ask.

Your accounting team knows the books.

You know the business.

If a number doesn’t match what you’re seeing operationally, ask about it.

That’s why good accounting is a team effort.

The goal isn’t to turn the founder into an accountant.

The goal is to give the founder enough financial visibility to make better decisions.

10 minutes a month is a very good place to start.