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        1. 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.
        2. Reverse Estate Planning? There’s Such Thing, And It’s A Good Strategy For Some Families
          Most estate planning discussions assume assets flow in only one direction, from older generations to younger generations.
        3. Selling a Business During the COVID-19 Pandemic: You Want to Sell, But Is It the Right Time?
          There is a popular saying about best laid plans often going astray. Business owners are experiencing firsthand the derailing of plans in this unprecedented and unpredictable 2020. Those with plans to market their business for sale this year are left particularly in a lurch. At a time when many industries are struggling
        4. Should You Go Back to Work as a Retiree If Your Nest Egg Isn't Cutting It?
          After leaving the workforce, you'll have to start relying on savings and Social Security to support you. Unfortunately, you may discover these income
        5. The Financial Plan: Top 5 Reasons you need a documented, living, accessible plan for your financial future
          Sure, most of us think about retirement and leverage or have leveraged a 401(k) and other investment options or high-level planning to help get us there.
        6. 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?
        7. 5 Ways to Protect Your Wallet From Holiday Shopping Fraud
          I'm betting that you're deep into the weeds of holiday shopping right now, alongside many Americans. It's unfortunate, but the holiday season brings many opportunities for fraud and scams that result in lost money and plenty of headaches for shoppers.
        8. Inflation Proof Your Business: Strategies For Small Business Owners To Stay Ahead
          In 2022, countries around the world saw near-record-breaking rates of inflation. The Consumer Price Index in the U.K. reached 11.1%, the highest since
        9. 3 Tax Moves That Could Save You Money During COVID-19
          The COVID-19 pandemic has certainly done a number on the U. S. economy -- double-digit-percentage unemployment, damage to countless small businesses and the destruction of many of them, and a shaky stock market that plummeted more rapidly than ever in history just a few short months ago. Of course, that doesn't even be
        10. 7 Easy Ways to Improve Your Credit Score Right Now
          Whether you’re looking ahead to a brighter future or still feeling a financial blow from the pandemic, it’s a good time to take a look at your credit score and find ways to improve it. A higher credit score can help you qualify for better interest rates on all sorts of loans, from mortgages to credit cards. On the othe