Budgeting is the best way to take control of your personal finances and begin down a path towards financial freedom. Easy enough right? Not quite. Budgets pose many challenges; the most common being creating one, followed closely by following through and sticking to a budget.
Employees are the backbone of your organization. If you’re like most employers, you’d love the opportunity to do more for the employees that already do so much for you. Offering a robust benefits plan to your employees is the perfect way to do this.
Authored by: Bridget Quijada
When filling out your financial paperwork, beneficiaries may be at the bottom of your list of priorities. It is easy to get caught up in what investments to choose from or how much risk you’re willing to take. But, take note, choosing your beneficiaries is one of the most important decisions you will make.
Authored by: Bridget Quijada
When was the last time you heard about a data breach or saw identity theft scroll across your screen as a headline? Probably way too recently. For me, it was just this evening on the news, another somber sounding anchor reporting on why consumers should be careful about giving out credit card information online.
As it does every few years, projections that the estate tax will soon sunset have begun to emerge. But we feel very strongly that even if it were to do so, the need for life insurance within estate planning would still be vital. Life insurance has the ability to satisfy an array of necessities that only life insurance can.
We ended 2017 with big news from Congress, a tax reform unlike any seen since the 80's passed. As the new year gets underway, so does the new Tax Cuts and Jobs Act. As a taxpayer, I want to know how this will affect me, and you should too.
With Christmas approaching in just a matter of weeks, you might find yourself wondering what to get your loved ones this holiday season. Luckily, I’ve got a few ideas for you.
In a society that has grown to value experiences above all else, the last thing on a Millennial’s mind is saving for retirement. But it should be in the forefront. The younger you are when you begin contributing, the more you will have down the road when it’s time to retire.
Although most individuals have insurance coverage of some kind many don’t realize they are leaving themselves vulnerable to catastrophe by not having the correct type of insurance coverage or even by simply not having enough coverage.
Many couples enter the retirement stage of life, and find, not surprisingly, that their aspirations for retirement differ; sometimes only slightly but other times colossally. Thus, it is important to discuss your expectations with each other before you retire to avoid conflict when you get there.
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