May 4, 2022

Top 5 Financial Concerns of Business Owners 

Owning a business is no small task. There are many challenges that business owners face. Staying on top of day-to-day operations, weathering economic changes, calculating taxes, and keeping secure finances are just a few.  Planning an exit strategy and saving for retirement are other significant issues that can cause financial concern. This article will look […]

Apr 29, 2022

Financial New Year’s Resolutions

At the start of each calendar year, people who are smart with their money know how important it is to take concrete steps to secure their finances. By setting financial planning goals, they are able to work towards the things they wish to attain.  A great way to do this is by following the SMART […]

Mar 29, 2022

Tax Tips for 2022

Tax Tips for 2022 The 2022 tax season is in full swing, and soon you’ll need to file your tax return. To ensure you are ready, consider these tax tips: 1. Make Sure to Save Tax Documents  You’ll probably begin receiving a variety of tax documents, including earnings reports from your employer, information on economic […]

Jan 28, 2022

Personal 401(k) Planning: Retirement Savings Strategy

A 401(k) is commonly provided by employers to assist their employees with saving for retirement. It provides a tax-sheltered environment that workers can use to maximize their post-retirement dollars.  Often an employer will match (up to a certain percentage) the dollars that an employee sets aside in the fund each month. A certain amount of […]

Jan 5, 2022

How Far Can $1 Million Go in Retirement?

Retirement can feel such a long way off throughout most of your working life. But it’s important to start financial planning as soon as you get your first paychecks. One question that always comes up when people think about retirement planning is, “How much is enough?” In America, there’s a certain mystique about the number […]

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