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Spring Cleaning Your Investments
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.
Read MoreSpring Has Sprung: Time to Refresh Your Retirement Plan
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...
Read MoreSt. Patrick's Snacks
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!
Read MoreEmpowering Financial Independence for Women
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.
Read MoreDon't Let Someone Go on Vacation on Your Dime: How to Keep Your Money Safe from Scammers
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...
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How Does a Leap Year Impact Your Finances?
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.
Read More3 U.S. Presidents Who Still Influence Your Retirement Planning Today
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...
Read MoreYou want to start a business? Now what?
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.
Read MoreYou started a business: Now what?
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!
Read MorePlan a Date for a Heart-to-Heart Couple’s Talk About Retirement Planning
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.
Read MoreHere’s Why the Walking Craze Won’t Be Dying Down
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...
Read MoreKey Financial Wellness Metrics for Near-Retirement Individuals
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.
Read More8 Financial Wellness Tips to Help Manage Generational Wealth
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...
Read MoreStaying Physically (and Fiscally) Fit as You Age
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.
Read More6 Business Goals for a Prosperous New Year
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...
Read MoreWhite Bean Chicken Chili
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.
Read MoreRosemary Cranberry Whiskey Sour
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.
Read MoreLike Ugly Holiday Sweaters, Retirement Planning Is Not ‘One Size Fits All’
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...
Read MoreDos and Don'ts for Investing During the Holidays
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...
Read MoreYour Traditional 401(k) Year-End Review Checklist
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...
Read MoreBACK TO SCHOOL: GETTING YOUR FINANCIAL HOUSE IN ORDER
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,...
Read MoreTEACHING MONEY MINDFULNESS TO YOUR CHILDREN
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...
Read MoreGETTING STARTED: ESTABLISHING A FINANCIAL SAFETY NET
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...
Read More529 SAVINGS PLANS VS. PREPAID TUITION PLANS
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...
Read More5 FINANCIAL MOVES YOU SHOULD MAKE AFTER SIGNING YOUR FIRST PRO-CONTRACT
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...
Read MoreHOW A FINANCIAL PROFESSIONAL CAN GUIDE YOU THROUGH CHOPPY SEAS
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...
Read MoreTIMES TO CALL YOUR FINANCIAL ADVISOR
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...
Read MoreA FEW FACTORS TO CONSIDER WHEN NEGOTIATING A CONTRACT AS A PROFESSIONAL ATHLETE
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....
Read MoreTHINGS TO CONSIDER WHEN SELECTING A FINANCIAL ADVISOR AS A PRO ATHLETE
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...
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