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Monday, September 25, 2023

Football fans understand the significance of an audible call at the line of scrimmage and how sometimes you are also forced to call an audible in life.

Monday, September 18, 2023

There are risks involved in investing, and having a strategy that considers your risk tolerance can help mitigate unforeseen changes in the market from adversely impacting you long term.

Monday, September 11, 2023

Being financially prepared for life's challenges may smooth the road ahead. Whether you're just starting or have been working on your financial health, there are a few key steps you may take now to help construct your financial safety net.

Monday, September 4, 2023

Business owners have a couple of advantages when funding college expenses.

Monday, August 28, 2023

A successful investor maximizes gain and minimizes loss. There are no guarantees, and all investing involves risk, including the possible loss of principal. Here are six basic principles that may help you invest more successfully.

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Monday, August 21, 2023

What does good business financial management look like in practice? Here are four tips that may benefit business owners while focusing time and effort on the core of the business.

Monday, August 14, 2023

Retirement planning is a constantly evolving process. Now is the time to consider a ‘retirement re-education’ by reviewing your retirement plan and overall strategies to see if they still align with your greater plans and goals.

Monday, August 7, 2023

Are you financially prepared for a life-changing event? Use this checklist as the first step to help you prepare for these events now or in the future.

Monday, July 31, 2023

You can learn a lot from those who have come before you. Here are ten tips from the world’s greatest investors that they used to pursue their financial goals.

Monday, July 24, 2023

There are two things Americans have always looked forward to: going to the ballpark for the big game and retiring after a fulfilling career. Here's what baseball and retirement planning have in common.

Monday, July 17, 2023

As a business owner, putting all your profits back into the business may be tempting. However, when it comes to saving and investing as a business owner, there are long-term paths you should consider.

Monday, July 10, 2023

If recent market volatility has you questioning your opportunities for financial freedom, you are not alone.

Monday, July 3, 2023

Being a small business owner can be rewarding but also may bring a lot of stress. There are many paths to financial independence; here are a few directions to get you started.

Monday, June 26, 2023

Golfing and investing may not seem to share much common ground at first glance. But the more you think about it, a successful golfer and a successful investor share a number of traits such as patience, perseverance, attention to detail...

Monday, June 19, 2023

A solid financial plan for small businesses is vital, and part of that financial plan should be insurance. Insurance is essential to preserve small businesses, cover their assets, and safeguard their employees. Here are some types of...

Monday, June 12, 2023

Although many things have changed in the financial world over the past 20 years, some nuggets of financial advice are timeless. Here are a few tips that have remained constant for several generations.Always Spend Less Than You...

Monday, June 5, 2023

Whether your business tends to slow down or speed up in the summer months, there are a few things small-business owners may consider to cut expenses as the temperature rises. Here are six savvy ways for small businesses to save money...

Monday, May 29, 2023

The best-selling book, Good to Great: Why Some Companies Make the Leap. . .and Others Don’t, offers surprising insights into the success of “great” companies that consistently and significantly beat average market...

Monday, May 22, 2023

The start of the year has come and gone. You may find that the goals and resolutions you set at the start are no longer getting the attention they deserve. Whether you are feeling your motivation waning or feel like the goal is too far...

Monday, May 15, 2023

Whether you are an employee in corporate America or a small business owner, retirement is a part of life. For many, the thought of retiring and whether or not you are ready to take those first steps might be overwhelming or...

Monday, May 8, 2023

Setting healthy financial goals is critical. Even more important is staying committed to those financial goals.Keeping yourself committed to your goals may be difficult, especially when times may be financially tough. But by staying on...

Monday, May 1, 2023

Small businesses may often find themselves struggling, and there are many situations in which business owners may find themselves weathering a storm and hoping to make it through. While the strength and fortitude of those who run small...

Monday, April 24, 2023

Financial stress can have a direct negative impact on a person's health and happiness. Unfortunately, this may lead to a downward spiral. The more stress you're feeling, the larger your financial hurdles may seem, and the more you...

Monday, April 17, 2023

Everyone needs to have some level of financial literacy to help manage their finances. However, financial literacy becomes even more crucial when you're a business owner. You need to become familiar with common terminology and business...

Monday, April 10, 2023

Increasing your financial literacy may allow you to make better decisions about your money and your financial future. Many great resources are available to get you started on the path to financial literacy and to expand your current...

Monday, April 3, 2023

Running a business requires gaining expertise in many things over a short period—especially financial matters. If finances do not come naturally to you, you may quickly feel like you are in over your head. Fortunately, mastering...

Monday, March 27, 2023

Baseball and financial management can have more in common than meets the eye. Below, we discuss four key lessons that investors—and everyone else—can learn from America's favorite pastime. Diversification of Assets is...

Monday, March 20, 2023

Running a business requires gaining expertise in many things over a short period—especially financial matters. If finances do not come naturally to you, you may quickly feel like you are in over your head. Fortunately, mastering...

Monday, March 13, 2023

When spring rolls around, your thoughts might turn to organizing your closets or giving your floors a good deep clean. But how much thought have you given to cleaning up your finances? If the answer is “not much,” you might...

Monday, March 13, 2023

The Silicon Valley Bank failure rocked the tech industry and sent tremors throughout Wall Street as it largely serves start-ups and venture capitalists. Those with deposits at the bank – namely start-up founders and venture capitalists – wo

Monday, March 6, 2023

If you're a business owner, you are likely the Chief Everything Officer at work and have many responsibilities. A business owner's situation is unique since they are asset-rich and cash-poor since their wealth is in their...

Monday, February 27, 2023

Strategic financial planning is important for everyone but especially for high-income earners that have their compensation tied directly to the success of the business. Executives and entrepreneurs both rely on accessing their wealth...

Monday, February 20, 2023

For many, spending more quality time with loved ones and friends is a New Year’s resolution or work-life balance goal. But for investors who are accustomed to keeping a close eye on their assets' performance, balancing one's "to...

Tuesday, February 14, 2023

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key...

Tuesday, February 7, 2023

The Super Bowl is more than just a game. It's an American holiday. As you prepare for this fun day, you may also want to think about how to create "big wins'' in your investment strategy. Get ready for Super Bowl Sunday by checking out...

Monday, January 30, 2023

Just as it is important to be physically and mentally fit, it is also important to be fiscally fit. Fiscal fitness is not only about how much money you earn or the balance in your savings or retirement accounts. Instead, it is...

Monday, January 23, 2023

If you are someone who makes New Year's financial resolutions and often doesn't keep them, behavioral economics can help. Behavioral economics studies psychology as it relates to economic decision-making. Ideally, people would make the...

Monday, January 16, 2023

Change may be difficult, especially when you try to change your financial habits. The process might be easier if you take an incremental approach. Do you want to get on top of your finances this year? Are you looking for ways to...

Monday, January 9, 2023

Financial wellness is a state of being when one is in control of their finances, can cover expenses, and save for future goals. Consider financial wellness as your relationship with money; it can be either healthy or unhealthy....

Monday, January 2, 2023

What if you focused on your system instead of just your goals? Setting goals for a new year can feel overwhelming.  We all know that resolutions don’t last, but we also feel the energy that comes with a new year of...

Tuesday, December 27, 2022

When it comes to New Year's Resolutions that include financial goals, writing them down and being visible is essential to your success. After you’ve written down what your financial resolutions for the New Year are, tell others...

Tuesday, December 20, 2022

There are countless benefits of charitable giving. Through generous donations, you can make a difference in your community and society. You may also feel happier and even save on your taxes. Here are some key things to need to know...

Monday, December 12, 2022

Whether you're a current business owner or a budding entrepreneur burning with the next great idea, one of the most important steps you can take on your road to success is creating a business plan. Why? A well-thought-out and...

Tuesday, December 6, 2022

The end of the year can be a chaotic time for business owners. It is a time to compile data, review the numbers, evaluate strengths and weaknesses, and determine growth opportunities for the future. A business owner would be keen to...

Tuesday, November 29, 2022

Giving Tuesday is a day to extend the goodwill that the holiday season may bring to help others. With so many in need, the holiday season is a reminder to help those less fortunate. Whether you want to donate your time or contribute...

Tuesday, November 22, 2022

‘Tis the season to give thanks for the many blessings that you have received throughout the year and blessings that help you as you move into the future. One thing to be truly thankful for is financial wellness. When you are...

Tuesday, November 15, 2022

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide, we examine four critical areas to consider that may affect your finances:...

Tuesday, November 8, 2022

For those who don't have a 401(k) option through their employer—which includes some small-business owners—how to save for retirement might be challenging. In a competitive employment market, offering retirement options to...

Monday, October 31, 2022

Working towards financial independence can often be a lifelong process. But for many, financial freedom may come far sooner—and include some fun along the way. What are the differences between financial independence and financial...

Monday, October 24, 2022

Many Americans realize the importance of saving for retirement, but knowing exactly how much they need to save is another issue altogether. With all the information available about retirement, it is sometimes difficult to decipher what...

Monday, October 17, 2022

In 2013, a Gallup poll found that only about one in every three U.S. households maintained a budget.1 A 2021 survey of 1,000 Americans found that 80% now say they have a budget.2Americans are budgeting more due to the pandemic....

Monday, October 10, 2022

Planning personal finances used to be the worry of the wealthy and their worry—usually preservation of wealth—was attended to by teams of trust officers and lawyers. Many of today’s middle class families have...

Wednesday, October 5, 2022

Financial planning is unique for each person; no two financial plans look the same because everyone's life and personal goals are different. Regardless of what your goals are, financial planning can help you work towards achieving them...

Sunday, August 28, 2022

In an early July poll, 58% of Americans said they thought the U.S. economy was in a recession, up from 53% in June and 48% in May.1 Yet many economic indicators, notably employment, remain strong. The current situation is unusual, and...

Sunday, August 28, 2022

Due to recent increases in the price of fuel, the IRS has increased the optional standard mileage rates for computing the deductible costs of operating an automobile for business, medical, and moving expense purposes for the second...

Sunday, August 28, 2022

The summer of 2022 could be known as the Summer of Stock Splits, as several high-profile companies have either split their stock or announced their intention to split. Google’s parent company Alphabet is the latest, as it split...

Sunday, August 28, 2022

QuestionI made after-tax contributions to my 401(k). When I retire, can I roll that money into a Roth IRA tax-free?AnswerYes.After-tax funds can be segregated from other funds in the account and transferred directly to a Roth IRA. In...

Wednesday, August 3, 2022

Last week was epic for market-watchers. A Federal Reserve (Fed) rate hike, a much anticipated gross domestic product (GDP) report, and the busiest week of earnings season got most of the headlines. There was even a surprise out of...

Monday, August 1, 2022

Economies and markets are cyclical. They may include periods of wealth creation and times of bursting bubbles that bankrupt companies in a major downturn."Boom and bust" cycles may last anywhere from a few months to a few years or...

Monday, August 1, 2022

Nothing quite stirs a child’s imagination like creativity, and with all the extra time available, summer is a great time to let creativity run wild. You can help fuel your child’s creativity with these easy DIY projects,...

Monday, August 1, 2022

Most business owners become wealthy the “old-fashioned” way—they work hard. But, suppose a business owner and his or her spouse were to die unexpectedly. Undoubtedly, they would hope their children or other family...

Monday, August 1, 2022

A 16th-century proverb advises: “It’s unwise to sell a bear’s skin before catching it.”That’s one of the stories used to explain why, in modern times, Wall Street types call someone who sells a stock...

Monday, August 1, 2022

As a business owner, you know the importance of planning for your company’s future. To this end, you may have taken steps to learn about buy–sell agreements and the role that life insurance and disability income insurance...

Wednesday, July 6, 2022

Dear Valued Investor,As the calendar has turned to July, investors would certainly like to forget the first six months of 2022. However, the Fourth of July Independence Day holiday does bring with it reason for celebration. Not only is...

Tuesday, July 5, 2022

Retirement is a new stage in life and one that is full of possibilities if you take advantage of it. Too often, those who have spent most of their life working hard may now find the abundance of time hard to fill or may find it...

Tuesday, July 5, 2022

Many parents may feel it is unnecessary to inform their adult children about their personal, financial affairs. However, as your children grow older, it can work to your advantage—and that of your entire family— to share...

Tuesday, July 5, 2022

There has been a lot of chatter about the FIRE movement – Financial Independence / Retire Early – over the last few years and you’re probably wondering whether it’s suitable for you and your family. The real...

Tuesday, July 5, 2022

The need for regular saving and investing spans many life stages. Through the years, your goals will change and your strategies will shift, but don’t be alarmed. You’re just progressing through the normal stages of life,...

Tuesday, June 21, 2022

A solid financial plan for small businesses is vital, and part of that financial plan should be insurance. Insurance is essential to preserve small businesses, cover their assets, and safeguard their employees. Here are some types of...

Tuesday, June 21, 2022

If you are planning a trip this summer that involves flying, not driving, you may incorrectly assume it is possible to avoid the effects of rising fuel prices. Unfortunately for flying travelers, airlines also face the pressure of...

Tuesday, June 14, 2022

A bear market is officially here thanks largely to stubbornly high inflation. For many of us, it has probably felt like a bear market for a while now, but the S&P 500 Index didn’t close more than 20% below its January 3 record...

Monday, June 13, 2022

An encore entrepreneur is a person who starts a new business or venture after age 55. They represent more than half of all business owners in the U.S., and for a good reason.1 These entrepreneurs have decades of work and life...

Wednesday, June 1, 2022

The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends). From that January 3 closing high through the recent low on...

Monday, May 30, 2022

Monday, May 23, 2022

Monday, May 16, 2022

Monday, May 9, 2022

Tuesday, April 26, 2022

Monday, April 18, 2022

Monday, April 11, 2022

Monday, April 11, 2022

Monday, April 4, 2022

Monday, March 28, 2022

Monday, March 21, 2022

Monday, March 14, 2022

Tuesday, March 8, 2022

Tuesday, February 22, 2022

Monday, February 14, 2022

Monday, February 7, 2022

Monday, January 24, 2022

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Monday, January 10, 2022

Monday, January 3, 2022

Tuesday, December 28, 2021

Tuesday, December 21, 2021

Tuesday, December 14, 2021

Thursday, December 9, 2021

Tuesday, November 30, 2021

Whether you're still living at home, in school, or starting your career, your late teens and twenties present a prime opportunity to think about your financial future. Though you may not hit your peak earning years until your 40s or...

Tuesday, November 23, 2021

When you're first starting out with your own business, you're likely to be focused more on staying afloat than on contingency planning. But as your family business expands and grows, it's important to ensure that this is done in a...

Tuesday, November 16, 2021

Entrepreneurs may entertain thoughts of achieving success, inspired by those companies that seem to spring forth fully grown overnight. But, it is important for business owners to ask at the outset, “What is an appropriate...

Tuesday, February 2, 2021

Friday, November 13, 2020

Now that several major news groups have projected Joe Biden the winner of the presidential election—and Congress appears divided with Democrats in control of the House and Republicans the Senate—it’s a good time to...

Tuesday, November 3, 2020

With all the election chatter and stock market volatility, it may have been easy to miss the ongoing uptrend in long-term interest rates. The yield on the 10-year Treasury bond is sitting just below 1%. Just a few short months ago,...

Friday, October 30, 2020

The upcoming election is prompting some people to reconsider their investment strategy.In fact, 45% of consumers with $100,000 or more investable assets expect to make changes to their portfolio due to the upcoming 2020 presidential...