Why Long-Term Investing Works

With the arrival of spring, we're all enjoying the promise of warmer weather, longer days, and, importantly, new opportunities to positively impact our local businesses and communities. At Employee Benefits Solutions, we're particularly excited about helping more companies thrive through effective health insurance solutions. If you're currently partnering with us, you know first-hand the commitment and quality we bring to managing health insurance plans. Our focus is always on making sure your needs are met with the utmost attention and expertise. But did you know that your experience with us could also benefit fellow business owners across Michigan? The Power of a Good Referral Referrals are the backbone of business growth and client satisfaction. They signify trust and satisfaction, and at Employee Benefits Solutions, we thrive on the positive feedback from clients like you. If you’ve found our services beneficial, there’s a good chance your peers will too. After all, who better to inform others about our services than someone who has experienced them first-hand? Why Your Referral Matters By referring another business to us, you are not only helping them to potentially improve their employee benefits, but you're also strengthening the local business community. A robust benefits package is key to attracting and retaining top talent, which can lead to a more competitive business environment overall in Michigan. It's Easy to Refer Someone! We understand that your time is precious, and we want to make the process of referring as smooth as possible. If anyone in your network is in need of guidance with their health insurance or employee benefits, we would “bee” honored if you’d send them our way! Feel free to give us a “buzz” or pass along our contact information to anyone you think could benefit from our assistance. And, as always, reach out if you have any questions or needs over the next few months. We’re always here to help, ensuring your business and those you refer can enjoy the peace of mind that comes with excellent health insurance. Let’s Make a Difference Together! We're eager to expand our services and help more businesses in Michigan enjoy the benefits of well-managed health insurance plans. Your referral can make a big difference, not just in another business's life but in strengthening our entire community's economic health. To discuss further how we can assist or to pass on a referral, don't hesitate to contact us. Your trust and support mean everything to us, and we look forward to continuing to serve you and the Michigan business community with dedication and expertise. Let's make this year a transformative one for businesses across Michigan with the right partnerships and the right coverage. We're just a phone call or email away! 

As a business owner, you're no stranger to the myriad of responsibilities that come with running a company. Among these tasks, one of the most crucial is ensuring that your corporate taxes are filed accurately and on time. At Acorn & Oak Wealth Management, we understand the importance of this process and are here to guide you through it. The corporate tax filing deadline for most businesses in the United States is April 15th . This date is not just a mark on the calendar; it's a significant milestone in your business's financial year. Meeting this deadline is essential to avoid penalties and maintain a good standing with the Internal Revenue Service (IRS). It's crucial to note that if April 15th falls on a weekend or a holiday, the deadline is extended to the next business day, offering a slight reprieve for last-minute filings. For corporations operating on a fiscal year different from the calendar year, the deadline is the 15th day of the fourth month following the end of their fiscal year. The key to successfully navigating this deadline is not to delay . Procrastination can lead to rushed filings, errors, and potential penalties. Instead, it's advisable to start the tax preparation process well in advance. This allows ample time for gathering necessary documents, reviewing financial statements, and seeking professional advice if needed. Remember, tax filing is more than just an obligation; it's an opportunity to understand your business's financial health better. It provides a clear picture of your income, expenses, and overall profitability. This information is invaluable for making informed decisions about your business's future. At Acorn & Oak Wealth Management, we believe in empowering business owners with the knowledge and tools they need to manage their finances effectively. We understand that tax season can be a stressful time, but with careful planning and timely action, it can be navigated smoothly. While this post does not include a call to action, we encourage you to stay informed and proactive about your corporate tax responsibilities. Remember, the key to a successful tax season is not to delay. Start early, stay organized, and don't hesitate to seek professional advice if needed. In conclusion, the corporate tax filing deadline of April 15th (or the next business day if this falls on a weekend or holiday) is an important aspect of your business's financial management. By not delaying and starting the preparation process early, you can ensure a smooth, stress-free tax season. At Acorn & Oak Wealth Management, we're here to help you navigate this process and make the most of your business's financial potential.

In an era marked by unprecedented market volatilities and rising interest rates, annuities have emerged as a beacon of stability for those charting their retirement journey. The past year has seen a staggering increase in annuity investments, with figures soaring to $385 billion, up from $313 billion in 2022. This surge is not just a testament to their growing popularity but also to their critical role in providing a bulwark against the erosion of savings, ensuring a steady income stream reminiscent of pensions or Social Security benefits.  The resurgence of annuities is largely driven by a confluence of factors, notably the uptick in interest rates and an increasing desire for financial security amidst uncertain market conditions. As we look towards 2024, understanding the nuances of annuity investments becomes paramount.