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Wednesday, November 1, 2023

The thought of retiring may be intimidating for anyone—but if you own your own business, handing your "baby" to new owners might be enough to stop you in your tracks. What might you do to set your successor up for success? What...

Wednesday, November 1, 2023

The past two years presented many small-business owners with unprecedented challenges. This year’s tax planning preparations include necessary measures for small-business owners to satisfy existing, new and modified tax laws that...

Wednesday, November 1, 2023

A 401(k) plan is one of the most popular and effective techniques for saving for your retirement. A company will automatically withdraw and contribute money from each paycheck to your 401(k) plan. Some employers will even match a...

Wednesday, November 1, 2023

A trust is a legal vehicle that protects your assets that contains instructions for your assets when you die or become incapacitated. When you set up a trust, you transfer assets from your name into your trust's name while you still...

Sunday, October 1, 2023

Retirement seems like a long way off, but it arrives faster than you think. The big question is, are you ready? What exactly does retirement entail? Analysts suggest there are four designated phases of retirement that a person often...

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Sunday, October 1, 2023

Those who receive an inheritance with the passing of a loved one are potentially given the gift of financial freedom if they choose to manage the wealth carefully. Did you know that only about one-third of adults have a prepared will,...

Sunday, October 1, 2023

What is family wealth, and how do you preserve it?   You have worked hard for years and accumulated wealth. You earned this money through your job, investing, and saving, and you want to preserve it for yourself and to take care...

Sunday, October 1, 2023

Sectors hit include air travel, insurance, oil production and entertainment The path to retirement can often seem daunting, with the end goal appearing distant and difficult to reach. This sentiment has only grown in recent years, as...

Tuesday, September 26, 2023

You may sometimes hear the terms "estate planning" and "asset protection" used interchangeably. They actually have different meanings, and it's important to incorporate both strategies into future financial plans. Below, we discuss key...

Wednesday, September 20, 2023

Planning for your financial future and retirement looks much different now than in previous years. Some people must supplement their Social Security to have enough to maintain their desired lifestyle. This means financial planning is...

Wednesday, September 13, 2023

For some seniors, the mental and physical changes they experience as they age can make it difficult to live independently. This is where a geriatric care manager (GCM) can help. GCMS are trained professionals, typically with a...

Wednesday, September 6, 2023

Obtaining a life insurance policy is part of being an adult. But it’s also something that you can easily neglect, especially if you obtained it earlier in adulthood. While you may have been diligent in securing your life...

Wednesday, August 23, 2023

When people think of life insurance, what usually comes to mind is settling the deceased's final expenses and providing financial support for their beneficiaries. Although these are the most common uses of life insurance, cash value,...

Monday, August 14, 2023

When it comes to planning for retirement, it's easy to get overwhelmed. Putting together a financial strategy can be complicated at any time of life, what with changing regulations, ups and downs in the market, and disagreements...

Wednesday, August 9, 2023

Basic estate planning is something that everyone should do, regardless of your age, marital status, the value of your assets, and if you’re a parent or not.  According to a 2021 poll by Gallup, less than half of U.S. adults...

Wednesday, August 2, 2023

When it comes to retirement plans, there is no one-size-fits-all approach for how to invest. While there are some basic strategies everyone should follow, it’s important to keep in mind retirement plans will vary, depending on...

Sunday, July 23, 2023

Making informed decisions about retirement is crucial to financial independence In an era characterized by high job turnover, it is more important than ever for employees to carefully manage their retirement savings. With a significant...

Sunday, July 16, 2023

Approximately 78% of people who work for companies with fewer than 10 employees and about 65% of those who work for companies with 10 to 24 employees do not have access to a retirement plan at work.1 That's unfortunate, because workers...

Thursday, July 13, 2023

The “Sandwich Generation” faces a lot of struggles. If you’re unfamiliar with this term, it describes a demographic where usually middle-aged individuals must support aging parents at the same time they’re...

Monday, July 10, 2023

As a retirement savings plan participant, you know that setting an accumulation goal is an important part of your overall strategy. In fact, over decades of conducting its annual Retirement Confidence Survey, the Employee Benefit...

Sunday, July 2, 2023

By focusing on goals and priorities, you can create a new, simplified lifestyle As retirement approaches, many older adults consider downsizing their home as a way to simplify their lives, reduce expenses, and focus on what truly...

Wednesday, June 28, 2023

If you're getting ready to buy a home, there are a few key steps you can take to prepare your finances for this major lifestyle shift. Here we discuss three things you can do to make the transition to homeownership as smooth as...

Wednesday, June 21, 2023

For kids, teens, and college students, summer break often represents freedom from schedules, responsibilities, and all those other drains on your time. Retirement actually can provide a similar level of freedom, but only if you've...

Wednesday, June 14, 2023

Investing in life insurance may not be the first option that comes to mind for people when deciding where to put their money. However, it is one that, for some people, could be a beneficial strategy for diversifying their portfolio as...

Wednesday, June 7, 2023

Making informed decisions about retirement is crucial to financial independenceIn an era characterized by high job turnover, it is more important than ever for employees to carefully manage their retirement savings. With a significant...

Monday, May 22, 2023

529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it. Among other things, this means becoming familiar with the finer points of contributions and...

Wednesday, May 17, 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...

Sunday, May 14, 2023

After spending so much of your life saving for retirement, it may be challenging to transition from depositing funds to withdrawing them. You may wonder whether there is any way to maintain your lifestyle and preserve your wealth to...

Monday, May 8, 2023

In times of crisis, you don't want to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure that you're protected when a financial emergency arises. One way to accomplish this is by setting up a cash...

Wednesday, April 19, 2023

Tips to help your retirement planning as you move towards your goals Generation Z, the youngest working generation, is commonly thought of as being consumed with the present and uninterested in the future. However, recent research has...

Wednesday, April 12, 2023

When discussing multigenerational wealth it is common to come across proverbs that acknowledge the fact that generational wealth typically won’t make it past the third generation. In the United States the saying goes, “from...

Friday, April 7, 2023

When you start to consider if investing is an appropriate option for you, you may have questions. You might want to ask:How do I invest money, and where?How much money will I need?What are some common strategies for someone that has...

Sunday, April 2, 2023

When people think of “myths,” they often think of such stories as Pandora’s Box (the woman who took the lid off of a jar releasing all of the world’s ills upon the world, were taxes one of them?), or the Tale of...

Monday, March 20, 2023

Setting Financial Goals and Creating a Plan: Pursuing Financial Success  Financial wellness is a term that refers to the overall health and well-being of an individual's finances. In order to work toward financial wellness, it is...

Monday, March 13, 2023

 Whatever your age, it’s never too soon to look ahead and begin giving thought to your retirement. With proper planning, you can make the transition to retirement a smooth, comfortable and confident ride. Today, more...

Wednesday, March 8, 2023

The beaten-down sectors from 2022 might be worth another look in 2023 In general terms, the bond market will rally when increases in the Consumer Price Index (CPI) (inflation) are small and the bond market will fall when increases in...

Thursday, March 2, 2023

What does it mean?Getting the most out of your contributionsOptimizing your Social Security retirement benefits means getting the best return possible on each dollar you've contributed to the system. Every pay period, you pay 6.2...

Monday, February 20, 2023

What is it?A living trust (also known as a revocable or inter vivos trust) is a separate legal entity that you create to own property, such as your home, boat, or investments. You transfer some or all of your property to the trust as...

Tuesday, February 14, 2023

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, February 7, 2023

Baby Boomers — those born between 1946 and 1964 — hold about $20 trillion in wealth.1 Over the next few decades, many Boomers may transfer this wealth to their Gen X, millennial, and Gen Z children, perhaps incurring a...

Sunday, February 5, 2023

Congress still has some work to do, but hopefully we’ll see progress The Setting Every Community Up for Retirement Enhancement Act of 2019 – the SECURE Act – was passed by Congress and signed into law on the days...