How to Create the Best Personal Finance Spreadsheet
Creating budgets isn’t always the most fun activity, but it can be easy to budget if you take the time to make a...
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How to Recognize and Protect Yourself Against Tax Identity Theft
When you hear the term identity theft, the first thought that comes to mind may involve a data breach or opening a...
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Five New Year's Resolutions for Those Nearing Retirement
Getting ready for retirement is both exciting and daunting. While you are likely looking forward to the enjoyment and...
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3 Tax Strategies to Consider at Year-End
With the year rapidly coming to a close, and the upcoming tax year looming with uncertainties, you should consider...
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Why Invest
To accumulate wealth, people may choose to invest their money into various types of investments. Investing creates...
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Retirement Mistakes to Fix Before the Holidays
You probably spend more time planning your holiday gathering than preparing for your golden years. As a result, you make...
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Giving Back to Your Community While Improving Your Bottom Line
Regardless of size, companies can benefit when the community in which they do business thrives. For entrepreneurs...
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Your 2021 Year-End Planning Checklist
It may be easy to forget we're nearing the end of the year. Even during the busy end of year rush, it's a good time to...
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How Technology Can Improve Your Financial Wellbeing in 2021
The coronavirus pandemic has motivated financial professionals to take full advantage of technology. Many of them are...
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Business Forum: The Personal Side of Your Business
Once upon a time there was a thriving business developed by an energetic, creative entrepreneur. He passed his business...
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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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Planning for Long Term Care: You Are Not Alone
It may be difficult to imagine ourselves in declining health as we get older, but avoiding the subject of aging, and...
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How Secure Is Your Data When It's Stored in the Cloud?
Data stored in the cloud is nearly always stored in an encrypted form that would need to be cracked before an intruder...
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Business Women and Leadership: What Female Bosses May Teach
As more and more women assume leadership roles in businesses, it is changing the attitude and sometimes even the future...
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A “Recipe” for Retirement Savings
Do you ever dream of the day when you can retire and pursue your interests, travel, or simply relax from the pressure of...
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A Fall Financial Checklist
For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be...
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High Net-Worth Individuals: Are You Missing Opportunities in Your Financial Planning?
High Net-Worth executives and those that have been self-employed, can experience common problems in their financial...
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Life Insurance Changing Times, Changing Needs
When Judy purchased her life insurance policy 10 years ago, she thought her insurance planning was complete. She assumed...
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Clearing the Air on 401(K) Hardship Withdrawals
When it comes to 401(k) plans, some people may find themselves a bit confused about the 10% Federal income tax penalty...
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College Financial Aid: Do Your Homework
If one or more of your children will reach college age soon, you may be wondering how you will manage all the costs. For...
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6 Essential Tips for Retirement Planning
Retirement planning is all about the future, your future. Whether you are classified as a millennial, Gen Xers, women...
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Should You Be Concerned About Inflation?
If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared...
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What Can A Financial Professional Do for Non-Profits?
As of 2017, about two-thirds of all nonprofit organizations in the U.S. had annual budgets of less than $1 million. For...
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Taxpayer Appreciation Day—Recognizing Taxpayers' Contributions
Though U.S. taxpayers received an extra month to file and pay their federal income taxes in 2021, some are still...
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Summer of 2021, the Fed, Interest Rates & Me
A few days before the official start of summer on June 21st, Wall Street’s eyes and ears were on the Federal Reserve...
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U.S. Tech Salaries Are Growing Fastest
The latest Dice Tech Salary report is based on a survey of 9,000 employed technologists across the United States and it...
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Hostage Data: Ransomware and Protecting Your Digital Information
On May 7, 2021, the Colonial Pipeline, which carries almost half of the East Coast's fuel supply from Texas to New...
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Client-Financial Professional Communication During Times of Uncertainty
During times of uncertainty, communicating with your financial professional can be beneficial when life-altering events...
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Five Workplace Trends Will Shape Life After Lockdown
We are experiencing the biggest remote work experiment in history – but many are beginning to imagine life after...
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Estate planning for your digital assets
It’s not clear what people’s digital presences will look like in years to come, but it’s sure that an increasing number...
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7 Tips for Time Management
When you’re busy juggling career, family, social life, and multiple other obligations, you may end up feeling as if you...
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Shipping and Logistics Companies Beef Up Cybersecurity
As many learned during the early months of the COVID-19 pandemic, even seemingly minor disruptions in the supply chain...
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Three Issues Big Tech Companies May Face in 2021
Big Tech—particularly Google, Apple, Facebook, Amazon, Tesla, and Netflix—has enjoyed a meteoric rise in value since the...
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How Technology Can Improve Your Financial Wellbeing in 2021
The coronavirus pandemic has motivated financial professionals to take full advantage of technology. Many of them are...
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Recognizing and Avoiding Online Scams
According to the Identity Theft Resource Center, the number of U.S. data breaches hit a new high in 2017. Nearly 20% of...
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