Pay Down Debt or Save for Retirement? Feb 1, 2023 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... Read More
An Engineer's Guide to Financial Planning Feb 1, 2023 As an engineer, you already likely know the importance of accurate input when it comes to the final equation, which may... Read More
4 Types of Entrepreneurship Feb 1, 2023 Being an entrepreneur is a dream for many. The idea of being the boss and watching your ideas take shape into a company... Read More
Ways to Support Black Business Feb 1, 2023 As the call continues to come for following through on support of minority-owned businesses,[1] many are wondering how... Read More
Steps to Protect Yourself From Identity Theft Dec 23, 2022 Identity theft is one of the fastest growing crimes in the United States, with as many as 10% of Americans over age 16... Read More
A Look at Tax Planning for Retirement Dec 23, 2022 After years of saving and planning for their golden years, many people nearing retirement fail to consider the tax... Read More
Preparing to Get Organized Dec 23, 2022 Let’s get real: Maintaining a home that looks like one featured in a magazine is not an easily attainable goal. But... Read More
Five Healthy Habits for Financial Wellness Dec 23, 2022 Financial stress can have a direct negative impact on a person's health and happiness. Unfortunately, this may lead to a... Read More
Get SMART with Your New Year’s Resolutions Dec 23, 2022 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... Read More
Things to Consider When Writing a Business Plan Dec 8, 2022 Categories Entrepreneur Small Business You may know that your small business needs a written business plan—but how do you get started? What elements should... Read More
Christmas Shopping Lessons for Investors Dec 8, 2022 Categories Investor As Christmas sales loom, we face an endless array of sparkly, shiny and occasionally innovative items. As an investor... Read More
Top Year-End Investment Tips Dec 8, 2022 Categories Investing Just what you need, right? One more time-consuming task to be taken care of between now and the end of the year. But... Read More
4 Charitable Giving Strategies to Consider Dec 2, 2022 Through charitable giving, you can support causes or organizations you believe in and lock in tax benefits... Read More
#GivingTuesday: A Global Day for Giving Back Oct 31, 2022 November brings us Thanksgiving – a day for simply giving thanks. The 11th month also brings us Black Friday and Cyber... Read More
The Changing Face: Dual Income Families Oct 31, 2022 The concept of the “traditional” American family is continually changing. The dual income family—with both spouses... Read More
Most successful entrepreneurs are older than you think Oct 31, 2022 The romanticized image of entrepreneurs is a picture of youth: a 20-something individual with disruptive ideas... Read More
What You Need to Know about Financial Fraud Oct 31, 2022 Many of us grew up in a world where it was customary to be friendly, courteous, and trusting. Unfortunately, assumptions... Read More
End of Year Financial Planning Oct 31, 2022 For some, it’s easy to put personal finances on the back burner during the last few months of the year. However, before... Read More
Working with a Financial Professional - Your Interests Come First Oct 21, 2022 In these uncertain times, the value of objective financial guidance cannot be overestimated, and the importance of the... Read More
Key Estate Planning Documents You Need Oct 11, 2022 There are five estate planning documents you may need, regardless of your age, health, or wealth: 1. Durable power of... Read More
The Spending Plan: Setting and Prioritizing Your Budget Goals Oct 5, 2022 Think of your budget goals as your financial wish list and your spending plan as a way to make those wishes a reality... Read More
7 Reasons to Invest in Women Owned Businesses and How to Get Started Sep 29, 2022 In 2021, women-led companies only received 2% of all venture capital funding, a figure considered the lowest percentage... Read More
Efficiency Rules: 3 Simple Steps for Improved Planning and Productivity Sep 20, 2022 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... Read More
American Business Women's Day Sep 15, 2022 September 22nd is American Business Women's Day, and it may be the perfect day to celebrate women who have surpassed the... Read More
Tax Planning Tips: Life Insurance Sep 8, 2022 Understanding the importance of life insurance is one thing. Understanding the tax rules is quite another. As insurance... Read More
Kick-Starting Your Retirement with a 401(k) Plan Aug 29, 2022 The 401(k) pension plan, named after that section of the Internal Revenue Service Code that created it, has become one... Read More
Women & Retirement: Modern Day Challenges Aug 24, 2022 Women can experience more challenges saving for retirement than men, and unfortunately, COVID-19 has added even more... Read More
5 Common Financial Planning Challenges of Nonprofit Organizations Aug 17, 2022 Many nonprofit organizations set out to help others. They provide services, guidance, support, or other resources to a... Read More
Financial Planning at Every Age Jul 22, 2022 Americans are budgeting more due to the pandemic. Knowing where your money is going and making sure you're adequately... Read More
What It's Like To Send a Child to College Jul 22, 2022 Sending a child to college for the first time can be a stressful transition for any parent. Even though your child is... Read More
Value Investing and Today’s Affluent Portfolio Jul 22, 2022 Every consumer likes a good bargain, particularly value investors, who seek out stocks trading for less than their... Read More
An Eye on Disability Jul 13, 2022 Most individuals, recognizing the risk of premature death, have life insurance to help provide financial protection for... Read More
Electric Car Supplies Are Running Out Jul 13, 2022 The road map to replacing old fashioned carbon emitting cars with electric vehicles is well developed – at least in... Read More
6 Retirement Tips for Surviving the Sandwich Generation Squeeze Jul 5, 2022 Adults caring for aging parents and children simultaneously have now become known as the "sandwich generation." While... Read More
Securing Your Future with Life Cycle Planning Jun 30, 2022 The need for regular saving and investing spans many life stages. Through the years, your goals will change and your... Read More