1,934 results found
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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?
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How to Pay Yourself Without Killing Your Cash Flow
The ability to strike a balance between personal income and sustainable business growth is one of the most important (and often neglected) skills an entrepreneur can develop.
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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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A Guide To Determine How Much To Save Each Month
Most of us know it’s important to save, and understand saving money for the future is a critical action step to achieving goals, being able to retire, and building assets. But things quickly go from the very obvious to rather uncertain when you start talking about how much you need to save each month. Determining how m
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Business And The Economy: A Dashboard More Important Than A Forecast
Business dashboard showing recent results.gettySome of the most valuable work an economist does in business has little to do with the future, just the current and the past. And these insights don’t require a professional economist, just a dashboard that senior management reviews regularly. A company was emerging from t
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Buying a Home in a Tight Market? 1 Tactic That Could Work
Here's how to get a seller to say yes to you, even when other offers are on the table. There's a reason buyers are eager to purchase homes these days. Mortgage rates are at all-time lows, and if you purchase a home today, you could lock in a super-affordable monthly payment.
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Here's What Happens When You Convert a Traditional IRA to a Roth IRA
It's important to save for retirement no matter what plan you opt to do so in. If you don't have access to a 401(k) plan through your employer, then you may opt to save for retirement in an IRA instead.
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How Old National Bank and Didómi created a gift of gratitude with a ripple effect
It started at a networking event. Two professionals met at a Boys & Girls Club event in 2022. A year later their companies partnered to create a
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4 Reasons It’s Actually a Good Time to Buy a House (for Some People)
A record number of Americans think it’s a bad time to buy a house, and with housing costs near an all-time high, it’s hard to blame them. Mortgage
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5 Moves CFOs Can Make Now To Build A Strong Team For A Recovery
Building a strong team for recoverygettyMany CFOs made gut-wrenching decisions in 2020 to help their company navigate epic disruption. As it became clear just how dire the Covid-19 pandemic would be, these executives also moved quickly to rethink how their finance team operates and how it’s staffed. Now, they’re taking