1,539 results found
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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
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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.
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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,
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5 Strategies for 40-Somethings Who Are Way Behind on Retirement Savings
There are a lot of scary retirement charts that tell you how much you should have saved for retirement. One commonly cited figure by Fidelity Investments says that by the time you're 40, you should have three times your annual income set aside. But let's face it: That number is laughably unrealistic for a lot of people
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Breaking Down The Basics Of HSAs
HSA (Health Savings Accounts) can be a tax-efficient way to save for future health care expenditures Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified
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Retirement Income Planning: How to Maximize Your Savings & Minimize Taxes
Having enough money to live comfortably during retirement can be a challenge. This article offers tips on how to build a drawdown plan to ensure your money will last
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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,
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A Commitment to Community Financial Education
Finding the right lender and making a connection can make the difference in buying a home or making a large purchase. Free financial education from
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A cybersecurity program for small businesses
A quick internet search provides article after article detailing the rising risk of cyber-attacks against small businesses. The titles for these articles read like a warning and a nightmare for small businesses: " Cyber attacks on small businesses on the rise. " Warning: A wave of new viruses is targeting small busines
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A Limitless Helping Hand: Keeping Families Covered
Meet Ann Marie Mathis, the selfless and inspiring business owner of Keeping Families Covered, a non-profit organization dedicated to providing diapers and other basic needs to underprivileged families. As a mother of seven, Ann Marie founded Keeping Families Covered because she saw tremendous need among many families w