Pay Down Debt or Save for Retirement?
You can use a variety of strategies to pay off debt, many of which can cut not only the amount of time it will take to...
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An Engineer's Guide to Financial Planning
As an engineer, you already likely know the importance of accurate input when it comes to the final equation, which may...
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4 Types of Entrepreneurship
Being an entrepreneur is a dream for many. The idea of being the boss and watching your ideas take shape into a company...
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Ways to Support Black Business
As the call continues to come for following through on support of minority-owned businesses,[1] many are wondering how...
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Steps to Protect Yourself From Identity Theft
Identity theft is one of the fastest growing crimes in the United States, with as many as 10% of Americans over age 16...
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A Look at Tax Planning for Retirement
After years of saving and planning for their golden years, many people nearing retirement fail to consider the tax...
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Preparing to Get Organized
Let’s get real: Maintaining a home that looks like one featured in a magazine is not an easily attainable goal. But...
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Five Healthy Habits for Financial Wellness
Financial stress can have a direct negative impact on a person's health and happiness. Unfortunately, this may lead to a...
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Get SMART with Your New Year’s Resolutions
Many of us set resolutions every New Year’s Day. But if your resolution is too broad or doesn’t have a deadline, it is...
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Things to Consider When Writing a Business Plan
You may know that your small business needs a written business plan—but how do you get started? What elements should...
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Christmas Shopping Lessons for Investors
As Christmas sales loom, we face an endless array of sparkly, shiny and occasionally innovative items. As an investor...
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Top Year-End Investment Tips
Just what you need, right? One more time-consuming task to be taken care of between now and the end of the year. But...
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4 Charitable Giving Strategies to Consider
Through charitable giving, you can support causes or organizations you believe in and lock in tax benefits...
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#GivingTuesday: A Global Day for Giving Back
November brings us Thanksgiving – a day for simply giving thanks. The 11th month also brings us Black Friday and Cyber...
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The Changing Face: Dual Income Families
The concept of the “traditional” American family is continually changing. The dual income family—with both spouses...
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Most successful entrepreneurs are older than you think
The romanticized image of entrepreneurs is a picture of youth: a 20-something individual with disruptive ideas...
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What You Need to Know about Financial Fraud
Many of us grew up in a world where it was customary to be friendly, courteous, and trusting. Unfortunately, assumptions...
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End of Year Financial Planning
For some, it’s easy to put personal finances on the back burner during the last few months of the year. However, before...
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Working with a Financial Professional - Your Interests Come First
In these uncertain times, the value of objective financial guidance cannot be overestimated, and the importance of the...
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Key Estate Planning Documents You Need
There are five estate planning documents you may need, regardless of your age, health, or wealth: 1. Durable power of...
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The Spending Plan: Setting and Prioritizing Your Budget Goals
Think of your budget goals as your financial wish list and your spending plan as a way to make those wishes a reality...
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7 Reasons to Invest in Women Owned Businesses and How to Get Started
In 2021, women-led companies only received 2% of all venture capital funding, a figure considered the lowest percentage...
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Efficiency Rules: 3 Simple Steps for Improved Planning and Productivity
Do you wish that there was more time in a day? Do you want to have time to drink a cup of coffee in the morning, or get...
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American Business Women's Day
September 22nd is American Business Women's Day, and it may be the perfect day to celebrate women who have surpassed the...
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Tax Planning Tips: Life Insurance
Understanding the importance of life insurance is one thing. Understanding the tax rules is quite another. As insurance...
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Kick-Starting Your Retirement with a 401(k) Plan
The 401(k) pension plan, named after that section of the Internal Revenue Service Code that created it, has become one...
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Women & Retirement: Modern Day Challenges
Women can experience more challenges saving for retirement than men, and unfortunately, COVID-19 has added even more...
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5 Common Financial Planning Challenges of Nonprofit Organizations
Many nonprofit organizations set out to help others. They provide services, guidance, support, or other resources to a...
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Financial Planning at Every Age
Americans are budgeting more due to the pandemic. Knowing where your money is going and making sure you're adequately...
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What It's Like To Send a Child to College
Sending a child to college for the first time can be a stressful transition for any parent. Even though your child is...
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Value Investing and Today’s Affluent Portfolio
Every consumer likes a good bargain, particularly value investors, who seek out stocks trading for less than their...
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An Eye on Disability
Most individuals, recognizing the risk of premature death, have life insurance to help provide financial protection for...
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Electric Car Supplies Are Running Out
The road map to replacing old fashioned carbon emitting cars with electric vehicles is well developed – at least in...
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6 Retirement Tips for Surviving the Sandwich Generation Squeeze
Adults caring for aging parents and children simultaneously have now become known as the "sandwich generation." While...
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Securing Your Future with Life Cycle Planning
The need for regular saving and investing spans many life stages. Through the years, your goals will change and your...
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