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Monday, January 30, 2023

Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it's a critical concept for anyone who wants to be knowledgeable and confident about their finances, and in fact, financial wellness is so...

Monday, January 23, 2023

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key...

Monday, January 16, 2023

 Though the New Year may bring with it a new opportunity to set and achieve financial goals, the thought of making sweeping changes to your budget and lifestyle may be overwhelming. What can you do to improve your odds of success...

Monday, January 9, 2023

For many people, a new year provides a new start—and nothing says "new start" like a fresh new set of financial goals. But setting these goals is easier said than done. What steps should you take to get the most bang for your...

Monday, January 2, 2023

Change may be difficult, especially when you try to change your financial habits. The process might be easier if you take an incremental approach. Do you want to get on top of your finances this year? Are you looking for ways to...

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Monday, December 26, 2022

When it comes to New Year's Resolutions that include financial goals, writing them down and being visible is essential to your success. After you’ve written down what your financial resolutions for the New Year are, tell others...

Monday, December 19, 2022

There are countless benefits of charitable giving. Through generous donations, you can make a difference in your community and society. You may also feel happier and even save on your taxes. Here are some key things to need to know...

Monday, December 12, 2022

The end of the year can be a chaotic time for business owners. It is a time to compile data, review the numbers, evaluate strengths and weaknesses, and determine growth opportunities for the future. A business owner would be keen to...

Monday, December 5, 2022

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide, we examine four critical areas to consider that may affect your finances:...

Tuesday, November 29, 2022

Consider whether a donor-advised fund can help build a more generous world. November brings us Thanksgiving – a day for simply giving thanks. The 11th month also brings us Black Friday and Cyber Monday – two days encouraging...

Tuesday, November 22, 2022

If you're considering giving back to society or a cause as part of your financial planning, there are many ways you can do so. You can make an impact while receiving tax benefits by including philanthropic giving as part of a holistic...

Tuesday, November 15, 2022

It may be easy to forget we're nearing the end of the year. Even during the busy end of year rush, it's a good time to reevaluate your 2022 finances and turn an eye toward 2023. What can you do now to potentially improve and streamline...

Tuesday, November 8, 2022

Shoppers spend nearly $20 billion every year on Small Business Saturday.1  If you’re not familiar with this particular holiday, it takes place in the U.S. the day after Black Friday in November, and a few days before Cyber...

Wednesday, November 2, 2022

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide, we examine four critical areas to consider that may affect your...

Wednesday, June 1, 2022

Being financially responsible is extremely important to me. From a young age, I can remember my mom telling me how important it would be to save my money for my future. Back then, I didn't really understand why, but I knew that if she...

Monday, May 9, 2022

In its simplest form, a retirement plan can be split up into two parts, the accumulation phase, and the distribution phase. The goal is that you start early in the accumulation phase, so you don't need to skimp on the distribution...

Monday, May 9, 2022

When we get repeat questions from different clients, we realize it is a hot topic for people. One topic that has been brought up a lot recently is Medicare.Before we get into how it affects you, let's look at what has recently happened...

Monday, May 9, 2022

Lottery winners who go broke, you've heard the stories. You read about it, and it's hard to fathom how that could happen. We can dive into that topic in a different post but successfully transferring wealth across generations (or...

Monday, May 9, 2022

When we think about retirement, we pay attention to only the financial aspect of it most times. How much will we need per month? How much do we need to save? Will we have enough? The truth is retirement is more than just those...

Tuesday, May 3, 2022

Roth IRAs can be a tremendous tool to give you flexibility in your journey to retirement. Creating some tax-free income in retirement allows you to be strategic with the amount of money you take out of your taxable accounts.New...

Wednesday, April 13, 2022

When you think about any successful venture it's common that you only pay attention to the end result. Watching professional golf is a terrific example. When you watch a professional golfer hit a pristine golf shot it's easy to say...

Wednesday, April 6, 2022

Money plays a significant role in our day-to-day lives. We work for it, we use it, we like to talk about it, but how often have you actually sat back and thought of the different things that you can do with money. What is the first use...

Friday, March 11, 2022

Bob has been a successful blue-collar business owner for the last 25 years. He runs a prospering one-person mechanic shop generating high income.During his time as a mechanic, he has bought some commercial properties. His wife Nancy...

Thursday, February 24, 2022

When planning to retire we always hear the term "able to." "Hopefully, we'll be able to retire", "I want to be able to retire on my terms" phrases like that. We know that we need to save money and have it grow but we don't always know...