Blog

It’s that time of year again! The days are shorter but that doesn’t mean there is any less to get done. As the end of the year quickly approaches, I wanted to take the time to share with you a bit of advice I give each of my clients this time every year.

In spite of what you may have heard, employee-funded 401(k) plans will continue to be the main source of retirement savings for many Americans for years to come, despite falling victim to scandal and stock market volatility in the past. 

Since 401(k) plans are expected to be around for many years, we want to help you make the most of yours. Here are 8 tips to get you started.

I sometimes find myself in conversations with clients who tell me how important it is for their personal information, including their finances, to be protected. As business owners, you have even more on the line than individuals. If you’re like most, you want to make sure you’re implementing the right steps and practices to protect your information, especially in today’s digital age.

Taxes are confusing enough for individuals, but when it comes to being an independent contractor, another layer of complexity is added. To make things a little easier come tax time, we’ve but together a list of the six questions you should ask your CPA.

It is no surprise that any type of investing comes with some amount of risk. Understanding what affects your risk tolerance and how to manage it, especially when you’re saving for retirement, can help you be more successful in reaching your financial goals.

A Recession is Not on the Horizon for the U.S.

Global interest rates are plunging as investors brace for a worldwide slowdown. Global investors have now pushed the yield on the benchmark 10-year Treasury note down to 1.46%, with most of the drop occurring over the past three weeks. We also recently saw the U.S.

It seems like the daily news is full of impending recession warnings from a media desperate to see the current president lose his bid for re-election. (When you look back at history, the start of a recession during an election year has not bode well for an incumbent.

Both parents and students alike can become stressed out over the cost of paying for college, even if they are somewhat well off. It turns out you can dramatically reduce your stress and fund a college education by adding a few simple steps to your financial game plan. Let’s review those steps and how you can get started today.

There is no "magic wand" or one-size-fits-all plan to save for college. As you can imagine, multiple factors impact the type of account you will utilize. You may even want to use a combination of options to maximize the amount you save and minimize the tax you pay on the money earned by the account(s).