Many small business owners tend to be self-starters. Instead of waiting around for the right opportunity to come their way, they tend to create it themselves. That entrepreneurial spirit could be one of your greatest assets, but making… more
September is National College Savings month. Saving for college is a top financial priority for most parents, but it’s easy to overlook one very important detail—the ways that saving for college could impact your taxes. How you save… more
Finding yourself suddenly single can be challenging at any age, especially if you were partnered for a long time. That’s what inspired us to create Opal’s Divorce and Money Guide. But those who are nearing retirement age (or… more
With a 401(k), your contributions are tax-deductible, and you might get an employer match to boot. You also won’t be taxed until you make withdrawals in retirement. Many 401(k)s are set up as target-date funds, meaning they automatically… more
If you’re like most high-net-worth individuals, you’ve worked hard to get to where you are. Accumulating wealth rarely happens overnight, and you’re probably growing toward an even more abundant future. As you continue on that path, it’s important… more
Roth IRAs have been around for more than 20 years now. Which is long enough, it would seem, for retirement savers to have heard about the tax benefits they offer. Yet, many Americans still aren’t using a Roth… more
If you’re in your 50s, chances are you’re on the home stretch of your working years and looking ahead to retirement. As you get closer to leaving the workforce, it’s a great time to take stock of your… more
The gender investing gap is real—and a lack of confidence may have something to do with it. Many women assume that they lack the skills and knowledge to invest. While research does suggest that women are less confident… more
There’s no secret recipe for a healthy relationship, but experts say that emotional responsiveness is a huge factor. At the end of the day, we want to feel like our partner is there for us and responding to… more
Take control of your finances today…
…& receive a free copy of our “Ultimate Financial Planning Checklist”
No, thanks