Financial Planning

Did you know that half of all Americans would be unable to cover an unexpected expense this month? Unfortunately, financial planning isn't a hot topic for most people, but you can't afford to neglect this important aspect of your life any longer. 

Seventy-five percent of Americans have no financial plan. From savings to paying off debt to retirement funds, many are just winging it and hoping for the best. Especially when you’re in your 20s and 30s and just starting out on your financial journey, creating a financial plan and sticking to it can feel scary and overwhelming.

Fraud scams take more than 5% of a business' overall revenue. If you're in the process of financial planning for your small business one thing you need to do is protect your business assets.

As in your personal life, having a good handle on your business finances can make a world of difference. Good financial standing is beneficial to you professionally and personally as it reduces stress and puts you on the right path towards financial success.

Financial Planning is incredibly important for your future. In fact, it can be just as important as eating healthy and exercising. Unfortunately, the average American never even engages in the financial planning process.

By the time you turn 35, you probably have chosen a career, own or rent a home (house, apartment, condo, etc.), and have a better financial situation place than when you were in your mid-twenties. With a steady income you can now set your sights upon building a solid financial foundation for the future.

There’s nothing more exciting than buying your first home. Whether it’s a condo, a sprawling mansion, or anything in between, buying your first home makes you feel like you are getting ahead in life.

You may have heard several, or all, of the below terms and phrases at some point in your life but never truly understood what they meant. These 8 financial terms are the most important for you to understand as a young adult starting on your financial journey.

There are numerous financial deadlines throughout the year, and they can be difficult to keep track of. To simplify it we put together some of the most important deadlines that you should add to your calendar for 2021.

It’s normally easy to keep track of your numerous financial deadlines, but this year got off to a rocky start, and consequently some financial deadlines were pushed back by the Federal Government. I suggest reviewing the list below and updating your calendar as needed so you don’t miss these important deadlines!