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Friday, April 19, 2024

Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.

Thursday, April 4, 2024

If you know that you want to leave behind money or assets for your family members, is it better to give a gift while you are still living or an inheritance after death?

Tuesday, April 2, 2024

Make your charitable donations count by efficiently planning ahead and preparing for the unexpected.

Thursday, March 28, 2024

This blog will talk about what a credit freeze is and how to freeze your credit.

Tuesday, March 26, 2024

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Thursday, March 21, 2024

Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing.

Thursday, March 14, 2024

Being an estate executor is an important role to take on and it's important to understand your roles and responsibilities. It's not a task to take lightly but here are the top 5 duties to be aware of and what you absolutely need to know.

Tuesday, March 12, 2024

Family business succession planning doesn't have to cause headaches. Learn 4 key tips to developing a plan for a smooth transition for the next generation.

Thursday, March 7, 2024

High-level executives and directors are often incentivized with complex compensation packages. If your business is offering a phantom stock plan, here's what you need to know.

Tuesday, March 5, 2024

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Thursday, February 29, 2024

FDIC insurance is insurance offered by the government to help protect your deposits at an insured bank. Learn more about FDIC insurance, including what it covers.

Tuesday, February 27, 2024

As a C-Suite executive, your company may offer you a Supplemental Executive Retirement Plan. Before making any changes to your current retirement savings strategy, review these considerations first.

Thursday, February 22, 2024

This article helps readers weigh the pros and cons of helping pay off your children's student loan debts faster.

Tuesday, February 20, 2024

If your clients want to get the most out of HSAs, show them how with this article.

Thursday, February 15, 2024

A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.

Tuesday, February 13, 2024

A clear explanation of this valuable exclusion and how it helps most homeowners.

Thursday, February 8, 2024

Health is an investment, too. Let’s talk about how HSAs, FSAs and procedure strategies can help.

Tuesday, February 6, 2024

This blog will talk about spending trends around Valentine’s Day as well as a quick history of the popular holiday.

Thursday, February 1, 2024

Encourage your clients to dream—and plan—big. Use this article to help your clients reach their loftier goals.

Tuesday, January 30, 2024

Celebrating as a family member graduates high school and attends college is a joyous event and the culmination of years of hard work. However, paying for college remains a significant source of stress for many households. It's no...

Thursday, January 25, 2024

These books will help you understand not only the market today, but the history that has made it what it is. Have you read any on the list?

Tuesday, January 23, 2024

The battle over the federal budget in Washington is adding to political uncertainty at a time when investors are already nervous about the economy and financial markets. Lawmakers are running out of time to agree on and approve a new...

Thursday, January 18, 2024

Heading south to avoid the winter chill? Before adopting the snowbird status take into consideration these financial tips and hidden costs.

Tuesday, January 16, 2024

As winter continues on, there are a few things you can do to prepare for and prevent a costly insurance claim.

Thursday, January 11, 2024

There are a number of details involved when it comes to maximizing your Social Security benefits. If you're married, it's important to consider your options for both you and your partner.

Tuesday, January 9, 2024

While they’re both worth getting excited over, it’s important to understand the fundamental differences between tax credits and tax deductions.

Thursday, January 4, 2024

Do you know the "A, B, Cs" of Medicare? Brush up on your Medicare basics to stay in control of your medical future.

Tuesday, January 2, 2024

Start the year off right by getting started on these five top financial goals.

Thursday, December 28, 2023

January is Financial Wellness Month, a time to check-in with your financial strategy.

Tuesday, December 26, 2023

This blog will share some of the best quotes from Warren Buffet, one of the world’s most famous investors and businesspeople.

Friday, December 22, 2023

This blog will share insights into how inflation is calculated to help readers understand this sometimes vague metric.

Wednesday, December 20, 2023

The “money illusion” refers to how we view our buying power today versus in the future. Are you falling victim to this potentially dangerous ideology?

Friday, December 15, 2023

The Stock Market and the Economy Are Not the Same: A Guide to Understanding the Difference

Tuesday, December 12, 2023

This blog will share five classic Christmas stories to get readers into the holiday spirit.

Thursday, December 7, 2023

Thinking about moving closer to your adult children? These 4 financial considerations can help you decide.

Tuesday, December 5, 2023

It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.

Thursday, November 30, 2023

The holiday season isn't complete until you've watched your favorite Christmas movie. While you settle in with a cup of cocoa, think about how the aftermath of these favorite movie mishaps would play out in real life.

Tuesday, November 28, 2023

This blog will give tips on how to keep your house safe when traveling for the holidays.

Thursday, November 23, 2023

This blog will give a wrap-up of financial goals over the year and prompt the reader to look back on how they did on their goals and reflect for the upcoming year.

Tuesday, November 21, 2023

Help your clients find their inspiration with these 5 classic stories about success.

Thursday, November 16, 2023

Do your clients and prospects fully understand inflation, and what it means for their investments? Educate them with our latest article.

Tuesday, November 14, 2023

Your clients, especially those who are considered HNW, will need to examine their estate strategy in the coming months as the estate tax is set to return to pre-2018 levels.

Thursday, November 9, 2023

The death of a spouse is one of the most difficult events a person can experience. Beyond the tremendous emotional impact, it can also be a time of deep financial uncertainty. Learn how to begin navigating this next chapter of your financia

Tuesday, November 7, 2023

This blog will talk about Giving Tuesday, including what it is and a brief history of the holiday.

Thursday, November 2, 2023

Credit card debt has recently hit record highs. This blog will discuss the current state of credit card debt and provide strategies to help people pay down their debts.

Tuesday, October 31, 2023

This article will be about the unique considerations and tactics that military families should keep in mind when approaching retirement planning.

Thursday, October 26, 2023

Is it time to update your health insurance coverage? Starting November 1, you'll have a limited window to do so. Here's what to consider about changing your coverage.

Tuesday, October 24, 2023

If your clients want to escape the harsh winter weather, show them how with this article.

Thursday, October 19, 2023

We need food, but we don't need to spend more than we have to on it. These 9 grocery shopping hacks can help stretch your monthly budget.

Tuesday, October 17, 2023

This blog helps readers understand “the Fed,” including its purpose, workings, and how its key decisions ripple through their personal financial landscape.

Thursday, October 12, 2023

This blog will discuss the importance of protecting yourself from credit card fraud and provide tips to help readers protect themselves.

Tuesday, October 10, 2023

This article will use National Cybersecurity Awareness Month as an opportunity to educate readers on ways they can protect themselves online.

Monday, October 9, 2023

On the morning of Saturday, October 7, Hamas launched a surprise attack on Israel killing hundreds and plunging the region into further conflict. Israel immediately declared war on Hamas, responded with air strikes, and called up 300,000

Thursday, October 5, 2023

We’ve all heard so much about inflation over the last couple of years. We’ve seen the headline figures and we’ve felt our own bills going up every month, but what does this all boil down to over the course of the year?

Tuesday, October 3, 2023

This article will use the fact that October is Financial Planning Month as a springboard to educate readers on general financial planning tips.

Tuesday, September 26, 2023

If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.

Thursday, September 21, 2023

Understanding diversification is the first step in building a strong portfolio. Are you ready to weather the storm?

Tuesday, September 19, 2023

This article explains the pros and cons of dollar-cost averaging and the role it plays in investing.

Thursday, September 14, 2023

Whether you're looking to save money or put more time back into your day, find out if a grocery delivery service works for you and your family.

Tuesday, September 12, 2023

A single person age 65 in 2023 may need about $157,500 saved after taxes to cover health care expenses in retirement, according to Fidelity. In 2023, their estimate for an average retired couple aged 65 is around $315,000. The actual...

Thursday, September 7, 2023

Getting prepared for college can be both exciting and overwhelming for a high school senior. What might your goal-oriented peers do that will help them succeed as they set out on a new path? The key to successful college preparation is...

Tuesday, September 5, 2023

A year ago, Eden and Mark (last name withheld) lost their life savings to a scammer. “We lost all the money we made in our business. All of the monies we saved together for 38 years we’ve been married, and it was all taken from us,”...

Thursday, August 31, 2023

This blog will explain what systemic risk is and how it can impact how you approach your financial planning.

Tuesday, August 29, 2023

Help your clients and contacts to understand the whens and wherefores of adjusting their retirement strategies with our new article.

Thursday, August 24, 2023

This blog discusses the potential dangers of buy now, pay later (BNPL) services and what consumers need to know about these payment methods.

Tuesday, August 22, 2023

Exploring the value of cultivating a financial mentor, a professional who can guide you and help you develop your financial strategy. How the financial mentor can help an investor, and what role they play in helping an individual make impor

Thursday, August 17, 2023

This article details the top three provisions in the Inflation Reduction Act that the average American will benefit from the most.

Tuesday, August 15, 2023

Having dual citizenship comes with many benefits and a few considerations. Learn more about how dual citizenship might impact your financial plan.

Thursday, August 10, 2023

When it comes to compensation, many companies now provide equity and stock-based benefits to their employees.

Thursday, August 10, 2023

While your day-to-day focus is on running your family business, it's important to keep an eye on the future as well. If you haven't considered business succession planning yet, here's where to start.

Wednesday, August 9, 2023

This article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.

Tuesday, August 8, 2023

As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.

Thursday, July 27, 2023

With seven simple steps, you can enhance your pool's safety this summer without any reduction in its enjoyment.

Tuesday, July 25, 2023

While protection is never a bad thing, you want to make sure the value of the coverage outweighs the added cost.

Tuesday, July 18, 2023

You don't have to be a etiquette expert to successfully navigate your travels. Follow these 6 simple scenarios for proper tipping the next time you jet off.

Thursday, July 13, 2023

What better way to explore the great outdoors than to head for a campsite? Here are 12 items you should buy before you set off on a trip this summer.

Tuesday, July 11, 2023

Looking to travel more without breaking the bank? Try these 6 easy saving strategies from full-time traveling families that you can (and should) start using now!

Thursday, July 6, 2023

Have you dreamed of sailing the high seas during retirement? Follow these 5 tips to make your voyage at sea a reality.

Tuesday, July 4, 2023

Consider yourself a golf guru? Take a look at our top six insider secrets to help you ace your next game on the world's best courses.