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Friday, April 19, 2024

National Financial Advisor Day is a celebration on April 18 of each year. This date is a time to explore the world of financial professionals and understand how they may help you navigate the complexities of managing your money....

Tuesday, March 19, 2024

In the dynamic world of entrepreneurship, small business owners must constantly seek ways to stand out and access opportunities. Obtaining a Women’s Business Enterprise (WBE) certification for a woman-owned business could be a...

Thursday, March 14, 2024

Wealth preservation is essential for high-net-worth (HNW) individuals, but it warrants a gender-specific focus, too. Particularly for HNW women, understanding the complexities of wealth preservation is crucial. Whether due to...

Tuesday, March 12, 2024

Regardless of the stage of life, your credit score is an essential component of your financial health when you're in retirement. A consistently strong credit score can pave the way for greater confidence, easy loan access, and lower...

Thursday, March 7, 2024

Today, there are an estimated 12.3 million women-owned businesses. To give that some context, approximately 43% of entrepreneurs worldwide are women. A study conducted by Fidelity Investments showed that women are often less prepared...

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Thursday, February 22, 2024

February is Wise Health Care Consumer Month, designed to help consumers understand more about their health care costs and options. But with about one in four emergency room (ER) visits deemed unnecessary, the improper use of health...

Tuesday, February 6, 2024

Communicating about money with your significant other can be healthy for your relationship. When it comes to money and relationships, couples need to have the same financial values. Having conversations about money and dealing with...

Friday, February 2, 2024

Planning for retirement often involves focusing on your finances and ensuring that you not only will have enough to sustain you during your retirement but adequate funds to do the things you enjoy doing. While this strategy is a...

Tuesday, December 26, 2023

A resolution for every month to help you work towards financial independence Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a...

Tuesday, December 26, 2023

As one approaches retirement, monitoring your financial situation by understanding your net worth and assessing the assets and resources needed to maintain a comfortable lifestyle throughout retirement is vital. This article explores...

Tuesday, December 26, 2023

When it comes to financial bad habits, the most common are also well known — don’t spend too much, don’t take on unsustainable debt, and avoid living paycheck to paycheck. But what happens once you’ve...

Wednesday, December 20, 2023

For many, retirement is the phase of life to kick back, relax, and enjoy the fruits of years of working and saving. However, financial decisions before and during retirement can significantly influence our quality of life and tax...

Tuesday, December 12, 2023

Many parents may find it uncomfortable, or even believe it is unnecessary, to inform their children about personal finance matters. Yet, communicating openly with your family members can help to reassure them about your financial and...

Tuesday, December 5, 2023

At the end of the year, it is necessary to reflect on your financial picture, review the last 12 months, and plan for the future. With all that is involved, it can seem overwhelming. Consider breaking up the responsibilities over 12...

Wednesday, November 1, 2023

Regardless of size, companies can benefit when the community in which they do business thrives. For entrepreneurs, giving back to the community may be more than just a charitable act; it can also make good business sense. If you have...

Wednesday, November 1, 2023

Businesses generally are illiquid, which can create problems if a business owner requires care in a long-term care facility. LTC is ongoing care in a care facility, nursing home, or at home for those unable to perform a certain number...

Wednesday, November 1, 2023

A 401(k) plan is one of the most popular and effective techniques for saving for your retirement. A company will automatically withdraw and contribute money from each paycheck to your 401(k) plan. Some employers will even match a...

Monday, October 2, 2023

Tips to help you find a financial professional and financial planning firm The financial professional and financial planning firm you pick to manage your assets and advise you on key financial decisions can affect your retirement and...

Monday, October 2, 2023

Ah, Money. The word leaves you with a positive or a negative feeling when you hear it. The feeling we get from money, and investing, has deep roots inside our emotions, although we may not understand why. Behavioral science explains...

Monday, October 2, 2023

Tips for creating a plan to move forward so you can find your next chapter Getting laid off can be a very difficult and emotional experience, especially if you have been with the company for a long time. However, it is important to...

Monday, October 2, 2023

    Regulation Best Interest ("Reg BI"), Form CRS, and What It All Means for You In these uncertain times, the value of objective financial guidance cannot be overestimated, and the importance of the financial profession has...

Friday, September 1, 2023

The path to retirement can often seem daunting, with the end goal appearing distant and difficult to reach. This sentiment has only grown in recent years, as indicated by a recent report on the Economic Well-Being of US Adults,...

Friday, September 1, 2023

Retirement seems like a long way off, but it arrives faster than you think. The big question is, are you ready? What exactly does retirement entail? Analysts suggest there are four designated phases of retirement that a person often...

Thursday, August 24, 2023

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what...

Thursday, August 17, 2023

In a 6 to 3 vote, the Supreme Court struck down the Biden administration’s student loan forgiveness plan denying a chance for at least 43 million eligible participants to eliminate up to $20,000 of their debt. Despite new actions...

Tuesday, August 8, 2023

Talk about money.  The lack of financial literacy and money management skills is a leading cause of lost wealth.  A great deal of time and effort is spent on those that generate the wealth and very little on those that will...

Thursday, August 3, 2023

Congratulations, you have a graduating senior.  This is an exciting new time in your and your child’s lives. There are many new opportunities and experiences that await the graduate as well as risks that you may not have...

Thursday, July 27, 2023

A critical part of financial planning that is often overlooked is insurance. Having various insurance policies will provide different benefits to your financial plan, ranging from protection to tax breaks. In fact, insurance is a...

Thursday, July 20, 2023

Most of us go to see professionals when we’re in trouble or during times of crisis. Think about it. We go to the doctor when we’re sick. We go see a lawyer when we have a pending legal matter. We go see a counselor when...

Thursday, July 13, 2023

Basic estate planning is something that everyone should do, regardless of your age, marital status, the value of your assets, and if you’re a parent or not.  According to a 2021 poll by Gallup, less than half of U.S. adults...

Wednesday, July 12, 2023

If recent market volatility has you questioning your opportunities for financial freedom, you are not alone. Due to rising inflation, higher interest rates, a volatile stock market, and recession fears, many investors find themselves...

Friday, June 16, 2023

If you've been wondering how to optimize your finances and ensure your money continues to work for you, a financial professional may be able to help. But the thought of turning over your most sensitive financial information to a...