They say life doesn't give you anything you can't handle. But that doesn't mean you have to handle it alone. These days, it's more important than ever to make sure you have a financial professional by your side—someone who can help evaluate your needs; assess the current economic landscape; and recommend a plan of action that will help protect your family's wealth, lifestyle, and dreams for the future. Let's get started—there's no better time than now.
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Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Your strongest asset as a small-business owner is your employees. A financial wellness program can be an easy and scalable way to show your employees that you are there to support them in their lives at work and at home. Here are some ideas to help you get started.
Retiring this year? One of the biggest changes you may face in retirement comes on your annual tax return—here’s how you can make sure you take advantage of these 4 tips for cutting your tax bill in retirement.
Giving back through charitable donations is one of the most lasting, satisfying ways you can have an impact on the world. Supporting organizations you value, whether they are feeding the homeless, educating the next generation, or bringing arts and music to your community can be one of the great rewards of success. You can support charities in simple ways by writing a check, volunteering for a few hours a week, or donating goods or property. However, you may also want to consider other vehicles that can increase your impact and cut your tax bill. Here are some financial vehicles that can be used for charitable giving.
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.