Small business owners must have a financial plan that is designed to evolve professionally and personally. The most successful business owners seek ongoing support from a financial expert to ensure their enterprise is on track to meet business goals now and in the future so they can enjoy what it feels like to thrive and … Read more
Everyone wants to be smart about their assets, especially parents with young children who want to feel good about the future and prioritize financial planning to benefit the whole family. There are many ways to manage your income, savings, and investments so they work for you and your children. Here are just some ideas to … Read more
Cryptocurrency has been a buzzword for years, but does this digital currency have a place in everyone’s financial planning? Understanding cryptocurrency like Bitcoin and Ethereum and how they work helps conscientious planners determine whether this method of investing is best for their financial present and future. What Is Cryptocurrency? Cryptocurrency is a modern form of … Read more
Not knowing what a 401(k) really is or how much life insurance is necessary is stressful, but you’re not alone in avoiding these big concepts and financial necessities. The key to managing all facets of your financial life – present and future – is to dig into all of it, to get educated with help … Read more
No one is immune from cyber threats. Data breaches are common for businesses small and large, and all companies need risk management as an essential component of a successful business plan. The steps to make this security work are not difficult, but it is essential to be diligent about enforcement to avoid cyberattacks and financial … Read more
Estate planning documents are meant primarily to address a person’s last wishes. These documents, however, must be drawn up when a person is healthy and cognizant. Though you will work with an attorney to establish the intricacies of your customized estate planning package, it is essential to partner with an experienced financial advisor who can … Read more
Teachers need financial planning as much as anyone, especially young professionals just starting out in their chosen career. While many new educators are thrilled to have gainful employment doing what they went to college to learn, it’s also important to think beyond the present. Financial planning for the future is essential for every teacher. Reachable … Read more
Being responsible for aging parents means free time as an adult has been altered, whether you have children still at home or an empty nest. Everyone in the sandwich generation quickly discovers the burdens of caretaking are emotional and mental, but especially financial. Provide for aging parents while protecting your own assets and using your … Read more
It’s never too soon to teach your children to be financially savvy. Kids are clever and pick up on big concepts quickly. Start reviewing basic financial habits with your little ones through the coolest world – the world of play – and, before you know it, they’ll be savvy shoppers, philanthropists, and savers with incredible … Read more
Gathering facts, numbers, documents, and names together to establish or edit estate planning documents is a lot of work and a serious undertaking. It helps to have the support of your financial advisor to guide you in getting these materials just right, especially when it comes to the financial aspects of your power of attorney. … Read more
Estate planning can be as simple or complex as you want it to be, but it is essential for everyone, especially when you have significant financial assets to address and assign. A healthcare directive, also known as an advance medical directive, has everything to do with your wealth profile and impacts how significantly your assets … Read more
Losing a spouse is an emotional experience and, whether you like it or not, this major life change is a financial matter too. Big decisions need to be made right after the loss when your heart is broken, and big decisions need to be made later when your mind is clearer but still not complete. … Read more
Our Partners:
