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    1. What To Do With Excess Funds In Your Child’s 529 Plan—A Good Problem To Have
      What do you do with "extra" funds in your child's 529 Education Savings Plan after they've finished college, or gone in a different professional direction?
    2. 2 Ways The 199A Deduction Has Changed Retirement Planning
      Small business owners and self-employed folks doing their 2018 taxes could be in for a surprise: the new tax law may have changed the way they should use retirement accounts.
    3. 8 Steps To Take If You Lose Your Job Because Of Coronavirus
      These are crazy times that we are living in as the current epidemic is shaking the world. We’ve now seen jobless claims top 30 million over the last six weeks – many of them due to the novel coronavirus. In case you’re keeping track, that’s more layoffs than jobs created since the Great Recession. Perhaps you’re newly
    4. Bucket Budgeting: An Easy Way To Manage Cash Flow
      Like dieting or exercise, budgeting requires consistency to produce results. But budgeting can be difficult to make into a habit, as it can feel
    5. 3 habits to start now to build wealth for a lifetime, according to a financial planner
      Summary List Placement  As a financial planner, an important part of my job is helping clients make choices now to build wealth for the future. I always recommend clients start by reviewing their financial situation regularly and knowing how (and why) they're spending their money. I also think it's important to underst
    6. A good credit score matters. Here’s how to build and improve yours
      Thanks to record-high inflation and rising interest rates, it’s becoming tougher to keep debt at reasonable levels and maintain good credit. In fact,
    7. The Financial Effects of Losing a Spouse
      The death of a spouse is one of the most difficult things imaginable. Besides the emotional toll, surviving spouses typically confront financial issues, which often trigger tax-related questions and consequences.
    8. What to do after a data breach
      At some point, every organization will have to deal with some sort of cyber incident.  In a perfect world, the post-attack reaction is well
    9. Why You Should Consider A Loan Renewal
      A loan renewal might be your best bet for affordable, long-term financing. Small business owners who have been around for a while know the value of affordable financing, including small business loans with generous terms. Financing helps growing businesses flourish, and can act as a lifeline for businesses temporarily
    10. Common Pitfalls When Finding a New Hire
      Every hiring experience should be a learning experience. Finding a new hire can be one of the most difficult things to do for a small-business owner,