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Creating a Succession Plan for Your Company
If you own a business, you may have already considered who will take over the company once you retire. As you know, this may include tasks like identifying and training potential replacements for key roles in the organization, as well...
Read MoreShould You Pay Your Mortgage Off Early?
We all know there are various tactics for building long-term wealth. Paying off your mortgage early may be an option for some. However, focusing on investing money or paying off other debts first could be more beneficial than early...
Read MoreUnderstanding Retirement Account Distribution
Planning your retirement income distribution requires a multi-step strategy and budget for all of your income and spending expectations in retirement. For the most accurate plan that best reflects your financial circumstances, start...
Read MoreHappy Mother's Day!
Wishing you a relaxing day honoring you. Have a beautiful day!
Read MoreFractional Shares, Simplified
Are the stocks you’re interested in buying more than you want to pay? You do have the option to buy a portion of a stock, rather than the whole thing. Fractional shares are “pieces” of a single stock. These are also...
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Celebrating Impactful Asian Americans Throughout History
May is Asian American and Pacific Islander Heritage Month. America owes much to Asian American and Pacific Islander citizens. This year, we would like to recognize the leaders, artists, scientists, and athletes of Asian American and...
Read MorePut Your Deferred Compensation Strategy Into Place
As you’re nearing retirement, it’s important that you use all the resources at your disposal to get ready for your golden years. Deferred compensation may be a tool that you can use to help. Deferred compensation lets you...
Read MoreHappy Earth Day
Earth Day is a day to celebrate our beautiful planet, enjoy nature, and make a conscious effort to help protect our environment.There’s no place like home, and Earth is home for us all. May we all reflect on Earth’s...
Read MoreHow Much Are You REALLY Worth?
The first step to take when building wealth is determining your net worth. Net worth is the total of your assets minus your liabilities. In other words, the value of everything you own, minus what you owe creditors.(Total Assets)...
Read MoreHow Much Do You Know About Gifting Stocks?
Gifting stocks can be a great idea. Whether you give one share, 100 shares, or even more, gifting a stock can help loved ones build their wealth. It can also be an ideal way to donate to the charity of your choice.Ways to Gift...
Read MoreHappy Easter!
Wishing you blessings of hope, peace, and love this Easter.
Read MoreDo You Know the Difference Between Retirement Plans?
At one time, retirement accounts were straightforward. These days, there are many retirement account options, leading to confusion and questions. Let’s review some key differences between sponsored retirement accounts and...
Read MoreApril Is Financial Literacy Month
April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children...
Read MoreManaging Your Finances in Your 70s and Beyond
The financial situation you were in thirty years ago is far different from the financial situation you’re in now. You likely have different concerns and priorities. In this email, we’ve prepared a few considerations for...
Read MoreKnow Any Students? Here’s Some Essential Scholarship Information
As of 2022, the average cost of tuition and fees for an in-state public college or university was almost $24,000 per year. And for private colleges and universities, that number is even higher. Let’s explore some basic...
Read MoreFirst Day of Spring
Spring is here! And soon the landscape will turn greener and the weather warmer. Perhaps you are already thinking about what you would like to do – the trips you could take, that new look for your yard or your garden, a day at...
Read MoreSt. Patrick’s Day
St. Patrick’s Day is fast approaching! On March 17, the annual celebration of Irish culture begins with parades, festive music, and fun from coast to coast. Celtic music, Irish pastries, corned beef and cabbage, the camaraderie,...
Read MoreRecognizing Suspicious Online Offers
Scammers are constantly adapting their strategies to get access to your personal or financial information. As scam tactics become more detailed and frequent, it’s important to know how to spot these attacks. Here are some...
Read More4 Things to Love About Roth IRAs
Roth IRAs are a highly recommended retirement account for a reason. Originally introduced as the ‘IRA-Plus’, these accounts were designed to empower middle-class Americans to save for retirement. To this end, they come with...
Read MoreNeed Some Extra Time to File Your Taxes?
It’s that time of year again and the April 15th deadline is right around the corner. As a reminder, you can file for a tax extension by submitting Form 4868 to the IRS (Application for Automatic Extension of Time to File U.S....
Read MoreGetting to Know Your 401(k)
Most people with any time in the workforce have a 401(k). It’s one of the most common benefits offered by employers today.Although 401(k)s are typically included in financial planning conversations, it’s important to...
Read MoreEnjoy Your Valentine's Day
It’s an honor to help you plan for your financial future. Thanks so much for your business!Have a happy Valentine’s Day!
Read MoreUrgent Notification - Press Release
FOR IMMEDIATE RELEASE: February 9, 2023 ...
Read MoreUnderstanding Types of Retirement Accounts
Chances are your employer provides varying benefit plan incentives designed to help you save for retirement. All employer retirement plans fit into two main categories: qualified retirement plans and non-qualified retirement plans. We...
Read MoreTips for Setting Long-Term Financial Goals
It takes hard work, time, and dedication to pursue your ideal financial future. Setting goals can help you carefully consider what you want your financial future to look like and help you work towards that. Here are a few tips for...
Read MoreStir-Crazy? 5 Winter Activities that Won’t Break the Bank
Nice and cozy can turn to cabin fever in a hurry. We’ve been there and recommend these activities when it’s time to break up that winter monotony.Visit a MuseumMuseums are at their busiest during the spring and summer, so...
Read MoreDon’t Fall for These 5 Common Money Misconceptions
We have all heard bad financial advice at some point in our lives. These misconceptions seem small but end up doing more harm than good. Here are a few of the most common misconceptions we’ve heard repeated by clients...
Read MoreThis MLK day, keep the dream alive
This month, America honors the legacy of Dr. Martin Luther King, Jr.As we look around today, we see manifestations of that legacy in the form of stronger, more diverse communities, in the continued fight for equality, and in the...
Read MoreHow Inflation Impacts Retirement Income
Many people notice the effects of inflation on their grocery bill or at the gas station when a full tank costs more than they remember. But inflation affects other areas of your finances, including your long-term financial goals like...
Read MoreHappy New Year
After a complicated year, the next dawns with new opportunities. Now is the time to think about the new year and plan for action. The start of a year is the right time to work on a dream or two. It is also an excellent time to adjust...
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