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Sunday, February 23, 2020

Everyone has a vision of their retirement in their heads. It could be the quintessential condo in Florida, moving closer to the grand kids or taking off to travel the globe — but whatever it is, you won’t get it for free....

Wednesday, February 19, 2020

If you are like most Americans, meeting the future financial obligation of sending your child to college requires years of disciplined saving and intelligent investing. One strategy for accumulating the necessary funds to pay for...

Sunday, February 16, 2020

Do you love wine? Next question: Are you financially confident? This one is a little harder to answer, right? To be financially confident means that you feel good about your current financial situation and future outlook. If this...

Wednesday, February 12, 2020

More and more companies are choosing to donate to charities through volunteering their time, resources, or both. In 2018, foundations and corporations gave an estimated $427.71 billion to U.S. charities, according to Giving USA 2019:...

Sunday, February 9, 2020

Entrepreneurship can be a rewarding but solitary pursuit. As a leader you may not have many peers in your day-to-day life — even a friend serving as, say, a corporate executive won’t know what it’s like to be...

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Wednesday, February 5, 2020

Congratulations — your business is profitable! Have you considered how much of those profits to reinvest in your business? While some entrepreneurs funnel as much as 50 percent back into their companies, depending on your goals...

Monday, January 27, 2020

A successful retirement doesn’t happen automatically. It takes careful planning. The Long-Term Vision Test, our interactive retirement planning tool, can help you create the kind of future you envision. The tool has you rate 10...

Wednesday, January 22, 2020

Centuries before the crash of 1929, the dot-com bust, and cryptocurrency, there was the tulip bulb in the Netherlands. 1 In the 1600s, the country’s emerging middle class began to fawn over the flora and display tulips to show...

Thursday, January 16, 2020

It’s morning and you’re out the door. Immediately your home’s smart devices take over, dialing down the heat, turning off the coffeemaker, and arming surveillance inside and out. In the car, rain-sensing wipers...

Sunday, January 12, 2020

Did you know that U.S. households carry nearly $7000, in revolving credit card debt from month to month?1 By making only minimum payments and piling new debt on top of old, many of us start each month in the hole. We shoulder constant...

Monday, January 6, 2020

Can money buy happiness? Maybe. For example, people who have financial strategies are typically happier because they feel more in control. On the other hand, people who lack financial resources report varying degrees of stress and a...

Friday, January 3, 2020

Have you or a loved one ever had a major health scare? One that rocked your world for a few days (and sleepless nights) until you learned it was not as serious as you feared and that life would return to normal with the right care. A...

Tuesday, December 31, 2019

Planning. We all know we should do it. Indeed, we all do it much of the time to some degree. We plan dinners. We plan parties. We plan vacations. Legacy or estate planning is our ultimate chance to plan the future. You’ve been...

Friday, December 27, 2019

Nearly two-thirds of Americans lack confidence in their financial well-being, according to research. They have goals — saving for a home, protecting their family, putting money aside for retirement — but they can’t...

Sunday, December 22, 2019

It’s fun to daydream about a better financial future. But, unfortunately, too often people stay stuck in their dreams and don’t take action. Yet, as author Annie Dillard has observed, “How we spend our days is, of...

Friday, December 20, 2019

Many small businesses are one person businesses. If this sounds like you, you might want to consider opting into a Solo 401(k) Plan. A Solo 401(k) plan is for a one-person business and may provide opportunities to increase your...

Thursday, December 12, 2019

The good news is that Americans are living longer these days. The average life expectancy has risen steadily from 49 years in 1900 to 79 years in 2000. Congratulations if you live in Hawaii – your state has the highest life...

Thursday, December 5, 2019

Everyone knows to “save for a rainy day,” right? That’s easier said than done because many of us don’t know what to consider as a “rainy day.” It’s easier to save for things we are motivated by...

Monday, December 2, 2019

When you cross the threshold into your thirties, you have a sense of confidence and direction for the kind of life you want to live. After all, you likely spent your twenties surviving tough lessons about work and self-sufficiency. You...

Saturday, November 23, 2019

WHY IT’S NOT TOO LATE TO START PLANNING FOR YOUR RETIREMENT In a perfect world, we all begin saving for retirement in our mid-20s—and the closer we get to retirement, the more confident we feel about having enough saved to...

Wednesday, November 20, 2019

In the first few years after college, graduates tend to expect job turbulence. After all, the professional learning curve is steep, and it can take a while to find a good job fit. The surprising news, however, is that job certainty...

Monday, November 18, 2019

Imagine you’re planning a round-the-world cruise. It won’t happen for a few years but you’re serious about going. One of the first things you do is figure out the cost. As the date draws closer, you nail down the...

Friday, November 15, 2019

Thursday, November 14, 2019

Tomorrow may be different. That’s why you need life event funds. If every day were the same, it would be easy to know exactly how much money you would need. You’d know exactly how much your coffee would cost, how much gas...

Thursday, November 14, 2019

Thinking about starting a small business? Join the club – 97 percent of US employer firms are small businesses, a total of 27.9 million.1 What’s more, over 500,000 new businesses will open this month in the US. While...

Monday, November 11, 2019

Friday, November 8, 2019

While the savviest CEOs and bankers understand complex financial concepts that would confound most of us, there’s one critical concept they use that we can all get our heads around: cash flow. Cash flow is, in short, all the...

Thursday, October 24, 2019

Deciding that you’re ready to change careers can be a daunting task — where do you start? Maybe you’ve considered a career in finance or maybe it’s never crossed your mind. If you have thought about a career in...