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        1. Social Security Cuts May Be Coming. Do These 3 Things to Get Ready.
          Current retirees could be looking at a major pay cut, and future retirees may not end up getting all of the benefits they should. If you're in the latter category, you have a prime opportunity to prepare for Social Security cuts.
        2. 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
        3. 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
        4. 5 Quick-Hit Personal Finance Tips To Help You Invest In Yourself
          Making enough money is just the beginning—then you have to manage it. Everyone, from recent college graduates to those well established in their careers, can reap the benefits of advancing their personal financial literacy.
        5. 9 better ways to use your tax refund instead of spending it
          Hopefully, you've completed and sent off your tax return by now. While some of us may owe Uncle Sam money, others are getting a nice hefty refund
        6. As health care costs rise, what options are best for small business owners in 2019?
          How much does healthcare cost a small business and their employees? Short answer? A lot. A typical employee's individual policy ran almost $7,000
        7. Is Identity Theft Protection Worth It?
          “An ounce of prevention is worth a pound of cure.” When Benjamin Franklin penned this enduring phrase nearly three centuries ago, he was advising the
        8. No one is immune to a financial disaster, but everyone can be smart about what comes next
          Financial planning isn't about making perfect decisions with your money. Mistakes are bound to happen. You might not have control over unexpected crises, but you do have control over your preparedness and your reaction. If you find it difficult to save, try setting up micro-goals to hold yourself accountable every day.
        9. SECURE Act: How it Can Affect Your Estate Planning
          When Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act — which took effect on Jan. 1, 2020 — it created a mixed bag of benefits and new requirements for Americans saving for retirement. The law was also a way for the government to get access to retirement savings sooner so that mone
        10. Service Bundling Strategy – 7 Benefits for Your Small Business
          A service bundling strategy is a marketing tactic that involves offering multiple, complementary services as a package for a single price. You may wish to include other options in your packages such as information products or access via email or phone for questions to increase the value to the client. Usually the price