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Monday, May 20, 2024

Veterans and those on active-duty face unique financial planning challenges. Memorial Day is an important holiday observed in the United States to honor the men and women who have died while serving in the country's armed forces.

Monday, May 13, 2024

To maintain good physical health, most people must exercise regularly, eat a balanced diet, and keep stress to a minimum. Achieving financial wellness is no different.

Monday, May 6, 2024

Historically, working mothers have had even higher ambitions in the workforce than working women in general.1 This ambition may drive them to excel in budgeting and financial matters that can help them manage their family's finances.

Friday, April 26, 2024

The Kentucky Derby, one of the most prestigious horse racing events in the world, may seem like an unlikely candidate for a comparison with financial planning.

Monday, April 15, 2024

The journey to prosperity involves more than just a high income. It requires strategic planning, wise investment decisions, and a keen understanding of your financial landscape. On Financial Professional Day, explore how working with a...

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Monday, April 8, 2024

Tax filing can be stressful because of its complexities and the financial responsibility of owing taxes without having an emergency fund, or money put aside for this occasion. We wanted to share eight tips that may help you mitigate some...

Monday, April 1, 2024

A perspective shift occurs in the wealth landscape; many now recognize health as the new wealth. Healthcare, long-term care (LTC) insurance, and other wealth-related financial instruments have become essential considerations for HNW ind...

Monday, March 25, 2024

Spring is traditionally the time to clean the garage and to get the yard in shape. It’s also a great time to clean up your investment portfolio. Going into the final days of tax season, this is a perfect opportunity to get rid of clutter.

Tuesday, March 19, 2024

Spring can be a fantastic time to refresh your retirement plan and savings habits. With 2023 bringing increased limits for 401(k)s, individual retirement accounts (IRAs), Health Savings Accounts (HSAs), and other tax-advantaged accounts...

Monday, March 11, 2024

Celebrating St. Patrick's Day this weekend? Whip up some delicious, crunchy corned beef and cabbage egg rolls served with creamy beer mustard to celebrate all things green!

Friday, March 8, 2024

n honor of International Women's Day, we want to acknowledge the unique financial challenges women face, and the need to proactively plan for their financial futures.

Wednesday, February 28, 2024

Technology continues to grow and evolve, allowing us to stay connected and perform many daily tasks from home. There is a drawback to technology, however. It often leaves us more vulnerable to scammers who hide behind the anonymity that...

Friday, February 23, 2024

How does a Leap Year impact your finances? Every four years, an extra (or intercalary) day is added to February to keep the calendar aligned with the seasons.

Wednesday, February 14, 2024

Each year, Presidents' Day is celebrated on the third Monday in February, paying tribute to George Washington, Abraham Lincoln, and the other U.S. presidents who helped create this country and allowed it to thrive. But while the...

Thursday, February 8, 2024

Starting a new business is no small feat. It involves several of steps, from the early planning stages to filling out the necessary legal documents. Here are 10 steps to consider when starting a new business.

Wednesday, February 7, 2024

You started a business, took the initial steps to build a foundation, and are now working to grow and expand your customer base. What are the next steps to take? Here are five suggestions!

Friday, February 2, 2024

Retirement planning may not be your idea of an exciting date night. However, retirement strategies and goals are so varied that couples in committed relationships need to set aside time to discuss plans for when they leave the workforce.

Wednesday, January 31, 2024

If there’s one thing we’ve all had in common during these times, it’s experiencing the benefits of walking. Even if you’ve just seen people on social media talking about walking more, it’s been a fitness trend that has risen in the ranks...

Monday, January 15, 2024

As one approaches retirement, monitoring your financial situation by understanding your net worth and assessing the assets and resources needed to maintain a comfortable lifestyle throughout retirement is vital.

Friday, January 12, 2024

Asset management and financial wellness can help develop long-term confidence when wealth transfers from generation to generation. Understanding and implementing financial wellness techniques is essential for effectively sharing wealth...

Monday, January 8, 2024

Aging is a natural process that everyone goes through, but how we age can be significantly influenced by our daily habits. Staying fit and healthy as we grow older is not just about physical exercise, though that plays a crucial role.

Tuesday, January 2, 2024

The new year is fast approaching, and it is the perfect time to set up resolutions for your business. Whether you want to increase your sales, gather a more extensive customer base, or just accomplish needed business improvements...

Tuesday, December 26, 2023

Nothing fills (and warms) the stomach during colder months quite like chili. But instead of traditional chili, try your hand at this white bean chicken chili.

Wednesday, December 20, 2023

Become the party’s mixologist with this seasonal cocktail recipe. This recipe is great without the whiskey, for a classy adult “zero proof” drink. You can also make a big batch for a lovely punch.

Thursday, December 7, 2023

Just as every snowflake is unique, so is every person's retirement plan. Though there are some general strategies that can be helpful—contribute at least 10% of your salary; have at least one year's salary saved for retirement by age 30...

Thursday, December 7, 2023

In the world of investing, the "holiday effect," as it is often referred to, is a phenomenon where stock prices see an increase right before a major holiday. There are many theories on why this may occur. It could be from trading...

Thursday, November 30, 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 percent...

Friday, August 14, 2020

The abrupt end to the 2019-2020 school year in many parts of the U.S. left parents and students alike struggling to establish healthy routines. As many students prepare to head back to the classroom (or the remote classroom) this fall,...

Monday, July 20, 2020

At some point in a child's development, all parents wonder: how can I best teach my child the value of money? Parents who grew up in more modest circumstances than their own children can struggle to balance the...

Tuesday, June 9, 2020

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...

Thursday, May 28, 2020

Section 529 plans are popular education savings vehicles. To choose the type of 529 plan that's right for you, it's important to understand how 529 savings plans and 529 prepaid tuition plans work and the differences between them. Who...

Tuesday, May 26, 2020

There is a lot of financial responsibility after obtaining a large sum of money. Your main goal should be able to take the money you receive from your contract and make it work for you and your family. Here 5 things you should do right...

Monday, May 18, 2020

In these trying times, even those with veins of steel can find themselves nervous about the market's direction and what it could mean for one's financial future. And the unprecedented nature of the novel coronavirus—and its...

Thursday, April 16, 2020

Most of us go to see professionals when we’re in trouble or during times of crisis. Think about it. We go to the doctor when we’re sick. We go see a lawyer when we have a pending legal matter. We go see a counselor when...

Wednesday, April 15, 2020

Negotiating a contract as a professional athlete can be extremely difficult. It is a unique opportunity and that needs a tremendous amount of preparation. Here are a few issues to consider when preparing to negotiate a contract....

Friday, February 14, 2020

Pro athletes and other affluent individuals tend to be primary targets for unscrupulous financial professionals.  It is crucial to conduct thorough research when looking for a financial advisor.  A successful, long-term...