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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A Helpful Insurance Guide for LGBTQ+
The legal rights for the LGBTQ+ community continue to evolve and expand. Many people still face problems when it comes...
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Multiple Uses of Annuities
Annuities can be powerful financial planning tools. Most often used as an insurance product, an annuity can also be used...
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Warren Buffett on How to Plan for Inflation
We’ve all heard about Warren Buffett, the 91-year-old multibillionaire known for his friendly demeanor, modest style of...
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What Homeowners Should Know About Estate Planning
If you have always thought estate planning was just for those nearing retirement or already retired, think again. If you...
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How 529 College Plans Impact Financial Aid
If you are worried about being able to afford college costs for your children or teens, a 529 education plan might be...
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How Do You Know if Your Assets are Diversified?
The turmoil in the markets in the first few months of 2022 has demonstrated the benefits of diversifying your assets...
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What is an inverting yield curve and does it mean we’re heading for a recession?
One key predictor of downturns in the economy is what is known as the yield curve. This typically refers to the market...
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The Big World of Small Business: 4 Statistics Every Small-Business Owner Should Know
News headlines are often dominated by some of the world's largest businesses—from FAANG stocks soaring to new heights to...
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How to Beat the Retirement Blues
Retirement is an exciting change in your life, but not one that doesn't come with some ups and downs. When you no longer...
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Bridging the Gap: How Close are We to Achieving Pay Equality?
Although women make up nearly half the labor force, on average, women still tend to earn less than their male...
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7 Retirement Considerations: Thoughts from a financial professional
When helping people get ready for retirement, financial professionals find the same issues come up over and over...
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Social Security - What Should You Do at Age 62
Is 62 your lucky number? If you're eligible, that's the earliest age you can start receiving Social Security retirement...
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Invest in Your Financial Education During Financial Literacy Month
April brings more than possible rain showers. It also marks Financial Literacy Month in the U.S. Whether you’re...
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Market Volatility Can Stir Your Loss Aversion
Here is a statement that is bound to cause you to raise your eyebrows: Your long-term financial success may depend less...
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How Does an Interest Rate Hike Impact Investors?
The Federal Reserve plans to unwind its bond borrowing since inflation has hit the highest level since 1980. While...
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Credit Education Month: 4 Ways to Boost Your Credit IQ
March is National Credit Education Month in the U.S., which makes it the perfect opportunity to brush up on your credit...
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Buyer Beware: 4 Educational Tips for National Consumer Protection Week
This year's National Consumer Protection Week is March 6th through March 12th. It's a time to educate people about their...
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4 Reasons to Get Fired Up About 'Refired' Not Retired Day
March 1st is Refired, Not Retired Day. It is a day for those retired or close to retirement to start thinking about...
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Achieving Life’s Goals with Cash Flow Alternatives
Developing effective strategies for pursuing your goals within the limits of your particular financial circumstances can...
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Support These Black-Owned Home-Based Businesses
February is Black History Month, which is a time to celebrate achievements by those of Black or African American...
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What Can the Best/Worst Stocks of 2021 Tell Us?
Let’s be honest for a second: the DJIA, the S&P 500, NASDAQ, and the Russell 2000 all delivered one of the most...
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