Wednesday, February 28, 2024

If you have a loved one with special needs you may want to establish a special needs trust, an estate planning tool that can help provide for the needs of a disabled individual. Our financial advisor shares more.

Friday, February 23, 2024

A financial professional may benefit business owners at any stage- the earlier owners seek financial advice, the more it may help your business. Here are five ways a financial advisor could be your ally as a small-business owner.

Friday, February 16, 2024

Auto insurance, although not required in all states, generally covers cars and people against accidents and more. Our financial advisor shares more on the importance of auto insurance.

Friday, February 9, 2024

Portfolio diversification mitigates the potential for pitfalls while offering a variety of suitable outcomes. Our financial advisor explains portfolio diversification and investment management using concepts related to chocolate.

Friday, February 2, 2024

Just as winning teams meticulously plan their plays, individuals & families may benefit from developing a comprehensive plan for their estate. Our financial advisor shares the benefits of having a well-thought-out game plan for your estate

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Friday, January 26, 2024

Feeling stressed about tax season approaching? We are your Tax Planning HQ. Read our 2023-2024 Tax Guide here for valuable information about this year's tax season from our financial advisor!

Friday, January 19, 2024

Tax planning might be complex, but it's also essential—especially for high-net-worth families, where missing tax breaks or failing to optimize income could cost significant dollars, maybe millions, over a lifetime.

Friday, January 12, 2024

Whether you are just entering your golden years or are already several years in, setting goals to stay on track and maintain your health, happiness, and finances is essential.

Friday, January 5, 2024

The past plays a more significant role in your financial decision-making than you may realize. Our financial advisor shares these factors to consider in the new year.

Friday, December 29, 2023

When it comes to financial bad habits, the most common are also well known — don’t spend too much, don’t take on unsustainable debt, and avoid living paycheck to paycheck.

Friday, December 15, 2023

The closer you get to retirement, the more you may be concerned that you're not ready. The new year is the perfect time to review your retirement plan and make financial resolutions to help you toward your retirement goals.

Friday, December 15, 2023

In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down.

Friday, December 8, 2023

The end of the year can be chaotic for business owners. Don't miss these key factors to consider in your year-end business planning.

Friday, December 1, 2023

Now is an excellent time to review your financial plan. Here are the top twelve things to check!

Tuesday, November 28, 2023

Year-end retirement planning is especially important for existing retirees and those hoping to retire in the next few years. There are tax and income strategies you might consider regarding your financial assets.

Sunday, November 26, 2023

A 401(k) is a popular and effective technique for saving for your retirement. Are you maximizing contributions?

Wednesday, November 22, 2023

Businesses generally are illiquid, which can create problems if a business owner requires care in a long-term care facility.

Tuesday, November 21, 2023

Charitable giving is a way for businesses to help others while taking advantage of tax breaks. Small businesses also make a large impact without giving cash.

Friday, October 20, 2023

Business owners know the importance of planning for your company’s future and may have taken steps to learn about buy–sell agreements and how life insurance and disability income insurance can play in planning a business buyout.

Monday, October 2, 2023

Tips to help you find a financial professional and financial planning firm The financial professional and financial planning firm you pick to manage your assets and advise you on key financial decisions can affect your retirement and...

Monday, October 2, 2023

Deciding on which college to attend is an exciting time. Still, it can also be stressful. The Department of Education has been working to simplify the Free Application for Federal Student Aid (FAFSA) application process with a few...

Monday, October 2, 2023

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...

Monday, October 2, 2023

Women entrepreneurs face a unique set of hurdles when it comes to starting new businesses, particularly in a post-pandemic world. In 2021, women started about 40 percent of all new businesses, and this figure has remained fairly steady...

Thursday, September 21, 2023

More than two-thirds of parents are concerned about how to pay for their child’s college education, and business owners are no exception.1 You may worry about being able to manage college expenses while also having concerns about...

Friday, September 1, 2023

As a partner or co-owner (private shareholder) of a business, you've spent years building a valuable financial interest in your company. You may have considered setting up a buy-sell agreement to ensure your surviving family a smooth...

Friday, September 1, 2023

For small business owners, ensuring your investment is covered is critical to ensuring the survival of your business after you are gone. One of the ways in which small business owners do this is by applying for life insurance in the...

Thursday, August 24, 2023

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...

Thursday, August 17, 2023

Retirement planning is a constantly evolving process. Strategies that may have worked fine a few years ago may no longer be the optimal direction to continue. Your life may have taken unexpected turns, you may have different retirement...

Friday, August 11, 2023

Insurance serves many purposes for a business. You'll need insurance to protect your business from property damage, personal injury suits, and other forms of financial loss. In addition, you may want to provide your employees with...

Thursday, August 3, 2023

As a business owner, prudent financial management can help ensure your business remains healthy and stable. But what does good business financial management look like in practice? Here are four tips that may benefit business owners...

Thursday, July 27, 2023

A critical part of financial planning that is often overlooked is insurance. Having various insurance policies will provide different benefits to your financial plan, ranging from protection to tax breaks. In fact, insurance is a...

Friday, July 21, 2023

Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme...

Thursday, July 20, 2023

If you've been wondering how to optimize your finances and ensure your money continues to work for you, a financial professional may be able to help. But the thought of turning over your most sensitive financial information to a...

Thursday, July 13, 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...

Thursday, July 6, 2023

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...