People often associate legacy planning with leaving an inheritance to their children and grandchildren. But direct financial gifts aside, there’s something just as valuable you can leave to your family—and that’s the gift of financial literacy. When you… more
Earning income in retirement looks much different than what you were used to during your working years. No longer will you be working in exchange for a paycheck each month, with taxes automatically withheld. Instead, your income will… more
Estate planning is a crucial aspect of financial management, especially for high earners. With significant assets at stake, it's essential to have a well-thought-out estate plan to protect your wealth and ensure that your wishes are honored. The… more
College is a significant investment for families. However, it is often considered worthwhile, with college graduates averaging $1.2 million more over their lifetime earnings than non-graduates, according to the Association of Public & Land-Grant Universities. Luckily, opportunities to… more
Everyone can benefit from financial planning, but creating both a personal financial plan and a business financial plan has multiple benefits for small business owners. Although business planning and personal financial planning are two separate disciplines, each impacts… more
Diversification, with risk spread across various asset types, can help reduce portfolio volatility. The classic rule of 60/40 allocation, with less volatile bonds (40%) matched by riskier equities (60%), may have been a reliable method, but it could… more
The key to nailing tax season is preparation. To help you gather your thoughts and get organized, we’ve created this simple checklist on what you should be thinking about as you prepare to meet with your CPA or… more
As we celebrate Women's History Month, we're reminded of the significant strides women have made across various sectors, particularly in business. Despite the progress, women in the workforce continue to navigate unique challenges in achieving financial stability and… more
A week hardly passes without news of credit card and identity theft. Here are some security measures you can take, including some you’ve not likely heard of before now. A few years ago, I was sitting down to… more
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