Dreaming of an Early Retirement?
Wealth Management 02/08/2023

A lot of Americans would like to quit their jobs for good. For anecdotal proof, just look at the booming sales in lottery tickets. But many people aren't waiting to strike it rich to leave the..

Considering Investing in Rental Properties?
Wealth Management 02/01/2023

Rental properties can offer a reasonable return on your investment. But, there are also financial risks associated with purchasing houses to use as rentals, especially for the inexperienced investor..

The Keys to Sticking with a Budget and Keeping it Simple and Purposeful
Wealth Management 01/25/2023

The most significant thing you can do to take control of your finances is keep a budget. No matter your income level or stage of life, it will help enable you to do the most with your money and give..

How Much Money Do You Need to Ensure a Happy Retirement?
Wealth Management 01/18/2023

This question takes for granted the huge assumption that there is an amount of money guaranteed to make you happy in your post-work years. Having enough money is important, but there's no magic total..

Should You Be Considering Tax-Loss Harvesting?
Financial Wellness 01/11/2023

Temporary declines in stock market prices become permanent when you sell out of those positions. If a stock or fund loses value, it can benefit you to fight the urge to cut your losses while it's..

Data Threat: Don't Automatically Scan the QR Code
Financial Wellness 01/04/2023

You've just been seated at a restaurant and while you're waiting for your server, you see a little sticker on the tabletop that says, "Scan me for today's lunch specials." It would be great to save a..

Is A Solo 401(k) Plan Right for Your Small Business?
Retirement Plan Sponsors 12/27/2022

If you work for yourself, you may want to consider establishing a solo 401(k) plan for 2023. A solo 401(k) plan is a unique savings option for small business owners without employees, or if the only..

Year-End Money Moves
Wealth Management 12/20/2022

What financial, business, or life priorities do you need to address for the coming year? As we approach the end of 2022, it’s a good time to think about the investing, saving, or budgeting methods..

Are You Ready to Retire?
Personal Planning 12/13/2022

After years of hard work, retirement can represent freedom – having the time to do what you want, when and how you want. But while historically defined as being out of the workforce, retirement today..