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        1,651 results found

        1. COVID-19 Has Proved That All Businesses Need a Backup Plan. Here's How to Put Yours in Place
          It's estimated that more than 100,000 small businesses have permanently closed their doors in the wake of COVID-19, and many more have no doubt come close. Thankfully, there's been some relief for small businesses during the ongoing crisis and recession. Paycheck Protection Program loans, for example, have been instrum
        2. 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.
        3. 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.
        4. 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
        5. 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
        6. 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.
        7. 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?
        8. Summer Financial Checklist
          Periodically reviewing your finances can help ensure that you are on track to achieve your goals and minimize the chances of any costly oversights.
        9. 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.
        10. Financial Tips for Your Adult Children
          As they get older, you want your kids to thrive on their own earnings, while building toward major expenses like a home purchase, raising their own children and retirement. How do you help them get there?