Blog Entries

Choosing a financial professional is a major decision. Finding someone you trust enough to manage your money and your future may feel like a nerve-wracking choice. Fortunately, by doing some preliminary research and asking tough questions, you might find someone who is a decent choice. Here are four tips to help you build a strong …

4 Tips for Building a Strong Professional Relationship With Your Financial Professional Read More »

Many people know that life insurance is important to have, and yet not enough actually get it. Some decide they’ll get it later in life while others feel it’s a waste of money because they don’t have any health issues. However, it’s essential to realize that even if you think you’re too young, too healthy, …

Why Life Insurance Is Important at Any Age Read More »

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 »

Mom-and-pop businesses have held a special place in the hearts of American consumers since the beginning of retail commerce in the USA. These family-owned, small businesses were America’s backbone before larger corporations began to take over and drive them out of business. These shops started to dwindle in the face of the competition from the …

The History of Mom-and-Pop Shops and How To Support Them Today 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 …

How Your Personal Cash Flow Works Read More »

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 …

The Silicon Valley Bank Collapse Read More »

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 …

Why Employee Benefit Plans Make Sense Read More »

March is Women’s History Month, a month-long celebration of female empowerment1. This effort includes advocating for better representation in the workforce, pay parity and improved work-life balance. There are some specific steps that women of all ages and all stages of life may take to manage their financial future. Here are some economic challenges women …

Women’s Financial Empowerment: The Challenge of Financial Wellness and Why We Need Women’s History Month Read More »

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 …

5 Last Minute Considerations Before Tax Day Read More »

Retirement planning may not be your idea of an exciting date night. However, retirement strategies and goals are so varied that couples in committed relationships need to set aside time to discuss plans for when they leave the workforce for good. Here are some questions to ask your significant other—and yourself—when planning for your shared …

Plan a Date for a Heart-to-Heart Couple’s Talk About Retirement Planning Read More »