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1. 5 questions to ask at your first financial planning appointment
   Summary List PlacementAt your first financial planning appointment, it's a good idea to ask your financial planner about the total cost of their services (including any underlying fees in your portfolio) and how many clients they have. Ask about the plans they have to cover your needs if they leave the business, such a
2. Common Financial Mistakes to Avoid
   Just as to-do lists can be a key part of planning, do-not-do lists can be helpful reminders to avoid mistakes that others have made.1.Impulse
3. Women Live Longer Than Men: Here's How They Can Avoid Running Out of Money in Retirement
   The dramatic market losses stemming from COVID-19 have many investors thinking about the safety and security of their nest eggs. For women, in particular -- who are more likely to live longer and often have less money set aside for retirement than men -- the financial hit may feel especially stressful. SEE ALSO: 4 Ways
4. 5 Best Resources for Millennials Without Pensions
   A pension is an employer-sponsored retirement plan that provides a monthly income once you retire. Employees will make contributions to a pool of funds set aside for their future benefit so that they can receive periodic payments once they're ready to retire. Pensions have allowed employees to reap the rewards of retir
5. Your Business Needs a Succession Plan: Here Are the Basics
   In Part 1 and Part 2 of this series on selling your business, we’ve examined the questions facing owners who entered 2020 ready to make their move, breaking down how the COVID-19 pandemic changes the situation and how to increase a business’s value if you decide to delay bringing it to market. There’s another way forwa
6. 5 Mind-Altering Wealth Strategies for Successful Business Owners
   I’m an entrepreneur and just so happen to be in the business of providing other entrepreneurs with financial advice. But I don’t typically offer up the usual status quo advice that tells you to do things that aren’t always in alignment with growing your business. My views originate from my experiences and at times are
7. How CEOs Can Keep Their Best People Through The Great Resignation
   The Great Resignation, an exodus of quality workers in record numbers, is demanding that corporate leadership realign their goals. A primary driver of this exodus is that companies aren’t meeting employees; expectations of how companies and their leaders show up as corporate citizens, internally and externally, to care
8. Teaching Kids About Money: 5 Concepts to Know
   When it comes to kids, money habits are ingrained by the age of seven?1 In fact, you can start introducing money concepts to kids as young as three years old. Remember, though, that even as you introduce money topics early, lessons need to be age appropriate. And, parents with older kids, don’t despair – habits can be
9. Teaching Kids About Money: 5 Concepts to Know
   When it comes to kids, money habits are ingrained by the age of seven?1 In fact, you can start introducing money concepts to kids as young as three years old. Remember, though, that even as you introduce money topics early, lessons need to be age appropriate. And, parents with older kids, don’t despair – habits can be
10. Taking a vacation on a budget [outline]
    A vacation—be it a week in an exotic locale or time off at home—provides a well-deserved break and a chance to reset. This is why the finances of taking vacation shouldn’t be stress-inducing. In fact, there are a host of vacation options depending on your budget. This piece will discuss several key components of vacati