PERQS
Learning Center

All Articles

Browse every guide and explainer in the PERQS Learning Center.

2,898 articles

Student Tax Savings: What You Need to Know

The American Opportunity Tax Credit (AOTC) and the Lifetime Learning Credit (LLC) are two federal tax credits designed to help students and...

Article 5 min
Read

Succession Planning Made Simple: Steps for Business Continuity

Succession planning is a long-term strategy businesses use to prepare employees to step into leadership roles when current leaders retire, m...

Article 5 min
Read

Surety Bonds 101: How They Work and When You Need Them

A surety bond is a three-party agreement that guarantees a business (the principal) will fulfill its obligations to the party hiring it (the...

Article 5 min
Read

Suspending Car Insurance: A Complete Guide

Putting your car insurance on hold can be a way to save money if your vehicle is not in use. However, the process is not as simple as pausin...

Article 5 min
Read

Sustainable Investing Explained: Align Your Money With Your Values

Sustainable investing allows you to align your financial goals with your values by choosing investments that support environmental protectio...

Article 5 min
Read

Swipe Smarter: Simple Tips to Get the Most Out of Your Credit Card

Want to get more from your rewards credit card? A simple trick is to use your card for everyday purchases you’d make anyway—like groceries,...

Article 5 min
Read

Tackle Your Financial To-Do List Without Stress

Tackling financial tasks can feel overwhelming, especially when uncertainty and complexity make it easy to procrastinate. But by reframing y...

Article 5 min
Read

Take Charge of Your Finances With These Easy Steps

Managing your money doesn’t have to be overwhelming. By following a few practical steps — like assessing your current financial situation, b...

Article 5 min
Read

Tax Avoidance vs. Tax Evasion: Definitions, Examples, and Risks

Tax avoidance and tax evasion may sound similar, but one is a smart strategy while the other can land you in serious trouble. Understanding...

Article 5 min
Read