6 Money Myths That Are Limiting Your Wealth
When people think of “myths,” they often think of such stories as Pandora’s Box (the woman who took the lid off of a jar releasing all of the world’s ills upon the world, were taxes one of them?), or the Tale of Prometheus (who stole fire from his fellow gods to give to humans and […]
So You Think You Might Need A Financial Professional? A Guide to National Financial Advisor Day
National Financial Advisor Day is a celebration on April 18 of each year. This date is a time to explore the world of financial professionals and understand how they may help you navigate the complexities of managing your money. Whether you’re new to working with a financial professional or considering seeking more financial assistance, this […]
It’s Not Too Late to Become Financially Literate
Financial literacy is crucial to a solid financial future and an enjoyable retirement. No matter your age, when you understand how to manage your money and finances, you can make sound financial decisions and take the needed steps toward your financial goals. So, if you are approaching retirement and want to improve your financial literacy, […]
The Quest for Perfection: Baseball and Investing
A Major League pitcher’s perfect game and an investor’s perfect portfolio Achieving perfection in any field is a remarkable feat, requiring a combination of skill, talent, focus, and a touch of luck. In the world of Major League Baseball, one of the rarest and most elusive accomplishments for a pitcher is throwing a perfect […]
Clap for your Clients
Customers are vital to the existence and continuation of small businesses. Without customers utilizing your products and services, your business would cease to exist. While you may have heard that customers are the lifeblood of any business, you may be wondering what steps you can and should take to attract them to your business and […]
Experience Makes You Wise – Tips You Can Learn from Your Older Co-workers
Many companies are pushing for a more diverse workforce with employees from all walks of life and ages. Greater diversity helps foster creativity and collaboration, which are essential to helping a company grow. For younger workers, it also allows them to learn more from those who have worked longer and are more experienced. Read on […]
How to Plan for a Healthy Retirement
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 crucial part of retirement, it is not the only thing to consider as you near your […]
Legacy of Love: 10 Questions to Help Families Prepare for a Wealth Transfer
Wealth transfer is more than just a financial transaction; it’s an opportunity for families to pass on their values, wisdom, and a legacy of love. Navigating this process requires careful consideration, open communication, and a shared commitment to preserving family unity. Here are ten essential questions that families may ask themselves as they embark on […]
Strategizing for Success: The Parallels Between Estate Planning and a Super Bowl Game Plan
Just as a winning team meticulously plans its Super Bowl plays, individuals and families may benefit from developing a comprehensive plan for their estate. Estate planning isn’t just for the wealthy. Estate planning is a strategic move for everyone to use that helps to see your wishes honored, your assets managed, and your loved ones […]
4 Pre-Medicare Strategies for Managing Healthcare Costs
Planning for early retirement is great, but planning for healthcare coverage at the same time is sometimes more difficult. Healthcare costs are high, and finding ways to bridge the gap between the age you retire and the time you are eligible for Medicare may take a lot of planning. If you are close to your […]
