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    1. Second Marriage Financial Checklist: 7 Planning Items To Consider
      Before my wife and I got married we had the “money talk”. Since we were relatively young, and neither of us had that much money, the talk was pretty short.
    2. If you lost your job and are struggling to make ends meet, it could be worth adding a note to your credit report
      Your credit report is a snapshot of your finances, showing payment history and balances for all your past and current accounts. Whenever you apply for
    3. 3 Financial Tools We Should All Be Thankful For
      The holidays are a great time to take stock of the things that make life worth living -- family, friends, and the hobbies we enjoy. They're also an ideal time to express gratitude for the tools that make our financial lives easier. Here are a few in particular that are really worth celebrating. 1. 401(k) plans Saving f
    4. A Big Change Is Coming to 401(k)s in 2025. Here's What You Need to Know.
      Maximum allowable 401(k) contributions are going up in 2025. Here's how that will help you build wealth for the future
    5. Want To Reopen Your Company? Read This First
      As businesses around the country once again open their doors, many leaders, employees, customers, and communities are asking themselves the same question: How can we reopen safely and successfully? First, it should go without saying: Businesses should only reopen if they can enact safety measures such as socially-dista
    6. I changed my travel plans because of COVID-19, but there are 3 reasons I'm not changing a single thing about my investment strategy
      I was scheduled to travel to Germany from DC during the first week of March and had been looking forward to the two-week trip. I thought the European
    7. 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
    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. 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.
    10. 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