When it comes to medical or legal advice, the value of getting a second opinion is fairly well established and defined. What about financial decisions? At what point does it make sense to get a second (or a third) opinion on money matters? Here we discuss some benefits of seeking a second financial opinion, including …
The Benefits of Getting A Second Financial Opinion Read More »
“It’s not how much money you make, it’s how much you keep” – Robert Kiyosaki With the first two months of 2023 in the rearview mirror, there is no better time to strategize your cash flow for the rest of 2023. If you feel like you don’t have control of the steering wheel regarding your …
On February 14th 2023, Forbes came out with a list of America’s Best Banks. Silicon Valley Bank was listed as number 20. In February Jim Cramer urged investors that Silicon Valley was a buy with room to run. Of all the analyst coverage on bank stocks, two analysts, David Long of Raymond James and Brandon …
Over time, there has been an increase in the number of employers offering employee benefit packages for their workers. As a business, you might be thinking about implementing a plan or reviewing your existing one. However, before you make any decisions, you may want to look at some of your options and some of the …
With April’s federal tax filing and payment deadline on the horizon, Americans are dotting their i’s and crossing their t’s as they prepare for the countdown to Tax Day. But before you rush to get that return out the door, are you confident you have everything in order to make your tax filing go as …
Each year, Presidents’ Day is celebrated on the third Monday in February, paying tribute to George Washington, Abraham Lincoln, and the other U.S. presidents who helped create this country and allowed it to thrive. But while the earliest presidents were responsible for shaping U.S. democracy, it’s the presidents of the last 100 years who have …
3 U.S. Presidents Who Still Influence Your Retirement Planning Today Read More »
Most types of financial accounts allow you to designate a beneficiary, from checking and savings accounts to life insurance policies, 401(k)s, IRAs, pensions, and trusts. But when was the last time you looked at your beneficiary designations across all your accounts? Do you know which of your accounts have beneficiary designations and which ones do …
In case you missed it, the price of most things we consume has increased considerably over the past year. From September 2021 to September 2022, inflation was up 8.2%; the good news is this was lower than August’s year-over-year inflation of 8.3%. November’s inflation print came in at 7.1% lower than the expectation of 7.3% …
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 improve your fiscal health? Here are 12 financial resolutions to consider. Work on a …
Your Financial Fresh Start: 12 Resolutions in 12 Months Read More »
Americans donate billions to charity annually. If you give to charity, you need to know about one of the best tools to facilitate generosity: Donor-Advised Funds (DAFs). DAFs date from the 1930s but did not become popular until the 1990s. DAFs act as vehicles for receiving gifts, often of appreciated stock, and then distributing cash …
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