Abacus Financial Business Management

Abacus Financial Business Management Business Management, Income Tax Preparation, Virtual CFO for Creatives

Carla Jeffery, who played Bree in Disney’s Zombies movies and 2024 animated series and earlier recurred on Curb Your Ent...
09/03/2026

Carla Jeffery, who played Bree in Disney’s Zombies movies and 2024 animated series and earlier recurred on Curb Your Enthusiasm, died September 1. She was 33.

Carla Jeffery, who played Bree in Disney's Zombies movies and 2024 animated series and earlier recurred on 'Curb Your Enthusiasm,' died September 1 at 33.

Coming into sudden wealth, whether from an inheritance, a bonus, a business sale, or a settlement, can feel like the fin...
09/02/2026

Coming into sudden wealth, whether from an inheritance, a bonus, a business sale, or a settlement, can feel like the finish line. In reality, it's the starting line of a whole new set of decisions, and the choices made in the first few months often determine whether that money builds lasting security or disappears within a few years.

A few things worth doing first:
Slow down. There's rarely a reason to make major financial decisions in the first few weeks. Let the initial excitement settle.

Keep the funds somewhere safe and accessible while you plan, rather than locking them into investments or big purchases right away.

Loop in a tax professional early. Depending on the source, a windfall can come with tax implications that catch people off guard.

Build a full team. Sudden wealth touches more than investing. Taxes, estate planning, and long-term goals all need attention.

Managing wealth well is less about the size of the windfall and more about the plan behind it. If this is your moment, let's build that plan together. Abacus Financial is here to help.

While it makes sense to turn to free advice found on AI chatbots, there are limitations and dangers to blindly accepting...
09/01/2026

While it makes sense to turn to free advice found on AI chatbots, there are limitations and dangers to blindly accepting financial guidelines from someone outside of a trusted advisor.

Using AI for budgeting, retirement planning or investing? Financial experts reveal key risks consumers should understand.

How secure do you feel about your financial future? 🌟Strong financial health isn’t luck—it’s planning, strategy, and sma...
09/01/2026

How secure do you feel about your financial future? 🌟

Strong financial health isn’t luck—it’s planning, strategy, and smart decisions. At Abacus, we help you take charge of your money—both personal and business—so you can feel confident and in control. 💼💡

💰 Ready for your next step? Tap the or shoot me a DM to learn more! 💰

Named after Perry’s mother, Maxine, the division will help filmmakers develop, produce and distribute movies for theatri...
08/27/2026

Named after Perry’s mother, Maxine, the division will help filmmakers develop, produce and distribute movies for theatrical audiences.

Maxscene film division launches at Tyler Perry Studios to develop, produce and distribute independent filmmakers with distinctive voices.

New FBI data shows Americans lost nearly $21 billion to fraud last year, and phishing attempts are more sophisticated th...
08/26/2026

New FBI data shows Americans lost nearly $21 billion to fraud last year, and phishing attempts are more sophisticated than ever. Scammers are no longer relying on obvious typos or broken English. Many messages now look nearly identical to real communications from your bank, employer, or a government agency.

Here's how to protect yourself:

Slow down before responding. Scammers count on urgency to short-circuit your judgment.
Verify independently. If a message claims to be from your bank, call the number on your card or statement, not the one provided in the message.

Be skeptical of unexpected requests, especially ones involving gift cards, wire transfers, or your Social Security number.

Never click links in unsolicited emails or texts. Type the website address in yourself.

Financial security isn't just about growing your money, it's about protecting it too. If you want to talk through how to safeguard your finances, Abacus Financial is here to help.

You don't need to cut the cable to retire comfortably. Our Wealth Wise columnist tells a couple with $300K saved and $1K...
08/25/2026

You don't need to cut the cable to retire comfortably. Our Wealth Wise columnist tells a couple with $300K saved and $1K a month invested whether it's enough.

Before you cancel cable or slash small luxuries, see how compound interest and home equity change the game. Our Wealth Wise advice columnist breaks it down.

Here's a question worth sitting with today: When was the last time you truly checked in with your money goals?Not a quic...
08/24/2026

Here's a question worth sitting with today: When was the last time you truly checked in with your money goals?

Not a quick peek at your balance — but a real, honest conversation with yourself about where you stand financially and where you want to go.

For so many of us, money can feel overwhelming, complicated, or even a little uncomfortable to face head-on. But here's the truth: financial confidence grows from clarity. And clarity starts with just one intentional step forward.

At Abacus Financial Business Management, we work alongside creatives, entertainers, and business owners to turn financial uncertainty into a clear, actionable roadmap — one built around your life, your goals, and your vision for the future.

From smart everyday planning to bold strategic moves that open new doors, we're here to help you not just manage your money — but grow it.

💰 If you're ready to take control of your financial future, we'd love to connect. Let's build something great together.

👇 Tell us in the comments — what's one financial goal you're focused on this year?

The interactive map reveals how much of an impact your zip code has on getting access to healthy food, quality healthcar...
08/20/2026

The interactive map reveals how much of an impact your zip code has on getting access to healthy food, quality healthcare, clean air, and fresh water.

The NAACP’s new health equity map uses nearly 23,000 community voices to expose how ZIP codes shape access to care, food, and clean water.

There's a new detail worth knowing about Trump Accounts. Treasury just confirmed parents can now put pre-tax paycheck mo...
08/19/2026

There's a new detail worth knowing about Trump Accounts. Treasury just confirmed parents can now put pre-tax paycheck money into these accounts, with employers able to match contributions. On the surface, that sounds like a win for everyone. The reality is more complicated.

Because the savings come from a pre-tax contribution, the size of the benefit depends on your tax bracket. Higher earners see a meaningfully larger tax break than lower and middle-income families contributing the same dollar amount. That gap is already drawing attention from experts watching how the policy plays out.

If you're deciding whether and how to use this for your kids, this isn't a decision to make off a headline. The right approach depends on your income, your goals, and your full financial picture.

Want to know what this actually means for your family? Let's talk it through. Abacus Financial is here to help.

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