Below are articles that will help you define your values to gain clarity into your vision and help you leave your mark.
If you are getting ready to retire and thinking about selling your financial firm, you have to decide how much your business is worth, and it can be challenging to put a number on something you've been building for your whole life. Ultimately, your business is worth...
Many prospective investors eventually shy away from a commitment when they hear the dreaded “R” word: risk. By itself, risk is innocuous, carrying no special meaning or predictive result. But the idea that investing one’s money is not foolproof; that there are risks...
Setting healthy financial goals is critical. Even more important is staying committed to those financial goals. Keeping yourself committed to your goals may be difficult, especially when times may be financially tough. But by staying on track and focused on your...
When you die, what will happen to your retirement plan benefits? In general, your retirement plan benefits pass to the beneficiaries you designate on the plan beneficiary designation form. Your benefits will generally be subject to estate tax at your death and to...
Retirement is inevitable, but knowing exactly when to do so is often unclear. No matter when you actually begin your retirement, you’ll benefit from planning your post-work life as early as possible. According to Gallup, the percentage of Americans who expect to...
Reading Time: 3 minutes If you’re a small business owner, many of the best practices employed by individual investors are also available to you (of course!), but you also have some additional options and factors to weigh while creating your investment plans. We’ve outlined five key differences for your consideration.
Reading Time: 2 minutes The COVID pandemic has affected everyone across the nation, from the largest cities to the smallest towns.[1] People are struggling with employment, schooling, and even the ability to buy essentials. In times like these helping your community is even more crucial.
Reading Time: 2 minutes Your business plan is an important part of creating a business and a critical tool for drawing in lenders and investors. If you’re thinking about launching a small business or if you want to take your small business in a new direction, a business plan is essential. As you develop your plan, you may want to keep these points in mind.
Reading Time: 2 minutes Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. In other cases, this type of identity theft may involve a scam artist calling on the phone, pretending to be a rep from the Internal Revenue Service (IRS), and demanding payment over the phone.
Reading Time: 4 minutes Learn the differences between Traditional and Roth IRAs, potential benefits, and drawbacks to help you make more informed decisions.
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