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    1. Benefits of Opening a Pre-Tax Retirement Plan
      Retirement plans and/or accounts can benefit your clients in many ways, especially if there is a need for them to reduce their tax liability. Clients who have seen their tax liability increase when filing their 2018 tax returns would be ideal people to start a conversation with. These individuals have seen their tax bi
    2. Rent Is Going Up: 3 Ways to Keep Your Finances on Track
      There's no doubt about it: Rent is going up across much of the country. According to the Consumer Price Index, costs for shelter rose 8% over the past
    3. Is one of your New Year’s resolutions to
      Is one of your New Year’s resolutions to handle your money better in 2022? The secret is a budget… according to a Debt.com survey, 88% of people
    4. What New Grads Should Know About Money
      One of the most common things I often hear from people after one of our financial wellness workshops is how much they wish they had learned about personal finance when they were younger.
    5. Inflation is seen as the stock market's boogeyman as the economy recovers. We asked 3 experts if the fears are warranted - or if concerns are overblown.
      Core PCE (personal consumption expenditures), rose to 3.5% in the first quarter, marking its second-fastest pace of growth since 2011. Fed chair Jerome Powell says inflation is "transitory" and will pass once economic activity normalizes. We asked three experts if they stand with Powell or believe inflation might be a
    6. Estate Planning During A Bear Market
      A businesswoman looks over her shoulder as she runs away from a descending stock chart and an ominous shadow of a bear that is cast on the wall above
    7. Getting a Mortgage in 2021? Take These 3 Steps
      Just as 2020 was a great time to get a mortgage, so too is 2021 shaping up to be a good year to apply for a home loan.
    8. 5 Types of Loans to Consider For Your Small Business
      Loans are a viable option for small businesses to access finance. Banks, credit unions, and other financial institutions frequently provide these loans, which can be put toward everything from merchandise and equipment to real estate and even serve as a lifeline for cash flow in times of expansion and contraction. 5 Ty
    9. The Power of Targeted Campaigns for Business Growth
      Social media marketing has become an indispensable tool for businesses aiming to build their online presence, engage with customers, and
    10. How to Know If Your Website Needs an Overhaul
      With these key performance indicators, you can understand whether you just need to improve areas of your site -- or do a major rework. By Kahl Orr,