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1. 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.
2. 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
3. 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
4. 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.
5. 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
6. 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.
7. 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
8. 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
9. How Much Salary Should Business Owners Take To Maximize Social Security?
   Determining the best salary to pay yourself as a business owner can be a tough choice.
10. 5 Biggest Small Business Owner Regrets
    Starting a business is exciting. Here are a few regrets you can easily avoid