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Welcome to our blog, where we share insightful articles and helpful resources on financial planning, retirement planning, wealth management, and more.

Thursday, April 18, 2024

As high-net-worth (HNW) individuals approach their golden years, retirement planning often becomes a focal point of their financial strategies. One aspect of this planning that sometimes creates confusion or misinterpretation is the...

Friday, April 12, 2024

Often, there is a misconception that seeking financial help indicates incompetence or lack of financial self-sufficiency. However, seeking help is the exact opposite. High-performing individuals who excel in their respective fields...

Friday, April 5, 2024

Financial literacy is essential for everyone but can be crucial for high-net-worth (HNW) individuals who may have more wealth to lose than others. Navigating the complex financial landscape is no small task, and having the foundation...

Tuesday, April 2, 2024

Regardless of whether business is booming and you are constantly busy, or times are slack and you are struggling to grow your business, it may seem as if the stress involved with running a business is never-ending. However, by...

Saturday, March 23, 2024

Regardless of the stage of life, your credit score is an essential component of your financial health when you're in retirement. A consistently strong credit score can pave the way for greater confidence, easy loan access, and lower rates.

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Saturday, March 16, 2024

As you approach retirement, you're probably envisioning a future of leisure, adventure, and well-deserved relaxation. But just as you plan your wardrobe for different seasons, organizing your financial closet is crucial to your retirement.

Saturday, March 9, 2024

Wealth preservation is essential for wealthy individuals, but particularly for wealthy women. Understanding the complexities of wealth preservation is crucial. Here is what makes a woman's situation unique along with effective strategies..

Tuesday, March 5, 2024

As more and more consumers search for financial information on the Internet, they may inadvertently leave themselves open to being “tracked” by certain companies and individuals. Visitors to financial websites have created...

Monday, February 26, 2024

Some older workers return to the workforce or continue to work well past retirement age. Workers over 50 may change jobs while working in the same occupation or field later in life to continue their careers for longer. Working while in...

Monday, February 19, 2024

Planning for retirement often involves focusing on your finances and ensuring that you not only will have enough to sustain you during your retirement but adequate funds to do the things you enjoy doing. While this strategy is a...

Monday, February 12, 2024

Women entrepreneurs face a unique set of hurdles when it comes to starting new businesses, particularly in a post-pandemic world. In 2021, women started about 40 percent of all new businesses, and this figure has remained fairly steady...

Tuesday, February 6, 2024

Kick off the Big Game With These 7 Super Investing Lessons From the Super Bowl The Super Bowl is more than just a game. It's an American holiday. As you prepare for this fun day, you may also want to think about how to create "big...

Tuesday, January 30, 2024

Your time is important. For some people, time is as important as money. While most people are concerned about spending their money wisely, few consider spending their time wisely. By budgeting your time, you may accomplish your goals...

Friday, January 5, 2024

Identity theft runs rampant during tax season and it can already bring enough for us to worry about. Use these tips to help cross identity theft off your list.

Tuesday, January 2, 2024

What’s your biggest complaint? Is it that you don’t get to travel as often as you’d like? Maybe you don’t spend as much time with family as you think you should? Is there a home project you can’t seem to...

Friday, December 29, 2023

For high-net-worth individuals (HNWIs), implementing healthy financial behaviors is crucial to maintaining their assets and growing wealth. Regardless of having significant financial means, embracing healthy financial behaviors must...

Tuesday, December 26, 2023

Nurturing a community, fostering growth and making a positive impact. As a small business owner, your employees are the heart and soul of your organization. Many entrepreneurs understand the importance of a diverse, inclusive workforce...

Friday, December 15, 2023

Running a business without a written business plan is like heading out on a cross-country trip without a map or GPS. Although you may be able to make it to your destination, you may spend far more time and money navigating through...

Monday, December 11, 2023

How it Works to Grow Your Giving Venture Philanthropy While it may have gained increasing interest in recent times, especially as more investors look for ways to support causes that resonate with them, the idea of venture philanthropy...

Friday, December 8, 2023

How To Give Stock as a Gift If you struggle to find a gift for the person who has everything—or want to do your holiday shopping without having to leave the house—consider giving stock as a gift. Doing so is easier than you...

Monday, December 4, 2023

If you are covered by Medicare, it's time to compare your current coverage with other available options. Medicare's Open Enrollment period begins on October 15 and runs through December 7. Medicare plans can change every year, and you...

Monday, November 27, 2023

Long-term care (LTC) planning is a significant financial decision that requires thoughtful consideration and precise planning. This undertaking can be more complex for high-net-worth families due to a more extensive and diverse asset...

Monday, November 13, 2023

America’s older generations grew up in a different world where it was customary to be courteous and trusting. Unfortunately, these exemplary standards of conduct could get some individuals into trouble. Con artists bank on the...

Monday, November 6, 2023

The holiday season means one thing: leftovers. While everyone loves a post-holiday sandwich, leftovers can also put a lot of strain on your refrigerator. Here’s how to keep it organized! Utilize small containers It may seem like...

Tuesday, October 31, 2023

Tax planning preparations include small-business owners taking necessary measures to optimize their taxes by taking advantage of deductions and benefits. Here is a brief tax planning overview for small-business owners preparing for tax...

Monday, October 23, 2023

Are you unsure about whether you're on the right track with your savings and investments? Finding yourself with new responsibilities, or facing other life events, or maybe you simply feel your assets could be invested or protected better?

Monday, October 16, 2023

Baby Boomers hold about $20 trillion in wealth. Over the next few decades, many Boomers may transfer this wealth to their Gen X, millennial, and Gen Z children, perhaps incurring a hefty tax bill.

Monday, October 9, 2023

One of the biggest challenges for any new business involves maintaining liquidity and consistent cash flow. There are grants available that can provide some much-needed liquidity to female entrepreneurs.

Monday, October 2, 2023

The vast majority of Americans need long-term care. According to the U.S. Department of Health and Human Services, 70% of people over age 65 may need some long-term care during their lives.1 Unfortunately, planning for long-term care...

Monday, September 25, 2023

Yes, there are good things about being old, such as increased happiness, less stress, better marriages and deeper friendships. You seldom hear that: People tend to focus on the negatives of aging. How old is “old?” You may...

Monday, September 18, 2023

Heading into your retirement years brings a slew of new topics to grapple with, and one of the most maddening may be Medicare. Figuring out when to enroll, what to enroll in and what coverage will be best for you can be daunting. To...

Monday, September 11, 2023

Life insurance can be an excellent tool for charitable giving. Not only does life insurance allow you to make a substantial gift to charity at relatively little cost to you, but you may also benefit from tax rules that apply to gifts...

Monday, September 4, 2023

A gift is a voluntary transfer of money or property from one person to another person or entity (such as a trust) where the person making the gift receives either nothing or a lesser amount of money or property in return. In the...

Friday, August 25, 2023

In golf, as in finances, there are a few rules of thumb that may improve your game: keep a level head, avoid traps, practice before trying something new and stay the course. Applying lessons from the golf course to your financial life...

Friday, August 18, 2023

You may have thought your digital identity was safe and not a likely target of a cybercriminal until one day, the bank calls wondering if purchases made at a store that you have never been to, 2,000 miles away, were made by you. Every...

Friday, August 11, 2023

You can learn a lot from those who have come before you. For individuals interested in investing, especially those new to it, learning and applying the wisdom from people that have found techniques that worked for them is a great...

Friday, August 4, 2023

A student's education expenses may be reduced when a parent uses their tax-advantaged retirement account to help cover tuition and other related costs. With many students graduating with college loan debt, using a 401(k) or IRA may...

Monday, July 24, 2023

Families inherit money and sometimes make the right moves investing and spending. Inheritances can also ignite disruption, divorce and a host of bad behavior – far from the hopes and plans of the benefactor.What happens when you...

Monday, July 17, 2023

No matter how successful your family business is today, at some point in the future, its ownership may need to change hands. Without a business succession plan, this transition can be fraught with hurt feelings, internal strife and...

Friday, July 14, 2023

Summer can be excruciatingly hot for most of the country. Thankfully, there are some stylish features you can add to your home that can help keep you cool—despite summer’s fury.These are the top five ways design-conscious...

Friday, June 23, 2023

If you're the beneficiary of a large inheritance, you may find yourself suddenly wealthy. Even if you expected the inheritance, you may be surprised by the size of the bequest or the diverse assets you've inherited. You'll...

Tuesday, June 20, 2023

Summer is here, and it is the perfect time to consider the health and wellness of your employees. Healthy and happy workers are more productive, use less sick time, and are more likely to influence the workplace positively. So help get...

Tuesday, June 6, 2023

One cannot dive into the health benefits of tea without also diving into the millennia-old history of this aromatic drink. There are ancient legends surrounding tea—one of the most widely known being about an ancient Chinese...

Tuesday, May 30, 2023

State-mandated retirement plans result from legislation requiring employers to provide their employees with retirement savings opportunities. Businesses can comply with these laws by enrolling their employees into a state-sponsored...

Friday, May 19, 2023

You’ve been really great about eating healthy foods and keeping up your fitness routine, but now it’s time for vacation. The good news is that it’s easy to enjoy yourself without totally abandoning your health...

Monday, May 15, 2023

Whether you're a veteran or just starting out in the military, planning and preparing your estate is of vital importance. Why is estate planning so critical?Because, at your death, you leave behind the people you love and all your...

Friday, May 5, 2023

Looking for a tax-advantaged college savings vehicle that has no age restrictions and no income phaseout limits — and one you can use to pay for more than just tuition? Consider 529 savings plans, a popular way to save for...

Monday, May 1, 2023

What are business life cycles, and what is their relationship to business planning?Generally, businesses pass through three stages before reaching the final stage of decline. The time it takes to reach or to pass through each stage...

Friday, March 24, 2023

It's natural to wonder exactly how a bank safeguards your money. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance exists for this very reason: to help protect your funds once deposited.

Tuesday, March 21, 2023

Capital gains result when an individual sells an investment for an amount greater than their purchase price. Capital gains are categorized as short-term gains or as long-term gains.

Friday, March 17, 2023

The “catch-up” provision allows workers who are over age 50 to make contributions to their qualified retirement plans in excess of the limits imposed on younger workers.