Where do you go when you need help making important financial decisions? Do you find yourself researching financial topics on popular outlets like Reddit, YouTube and TikTok? There is a plethora of information on the internet, but should you trust the information you are getting from social media and other online outlets? Do you feel … Navigating the Financial Maze: The Importance of a Financial Advisor
For people who work conventional jobs, preparing for retirement is straightforward. Work, save and then retire when you have accumulated enough money to last for the remainder of your life. For business owners, there are a lot of different factors that can come into play when planning for retirement. For people who worked hard to … Planning for Success: The Importance of a Business Owner’s Exit Plan
While health insurance can limit the amount of money you will need to pay when you seek medical treatment, you may find yourself covering a portion out of pocket. According to Statista, in the US, the average annual health cost per person is $1,233 or $4,932 for a family of 4. Dealing with a big … Navigating Healthcare Costs with HSA and FSA Accounts
While we often think that it is only seniors that are targeted by scammers and fraudsters, it is important to be aware that anyone can become a target and incur financial loss. In fact, according to the Federal Trade Commission, the largest demographic of victims of cybercrime were aged 30-39, followed by victims aged 40-49. … Common Types of Scams and How to Avoid Them
If this blog feels a tad familiar, it is, but stick with us. Since the cost of groceries has continued to increase, we wanted to continue the dialog again to help you with the cost of feeding your family. Although inflation is beginning to stabilize, food costs are still on the rise. According to data … Shop Smart: Tips for Saving Money at the Grocery Store
While the term Sandwich Generation may be unfamiliar, you, or someone you know is likely part of this growing demographic. Between the trend of people starting families later and grown children leaving the nest later, many middle-aged adults are left feeling like they are stuck in the middle of people needing their help. This pinch … The Sandwich Generation and Their Financial Future
If you are like most Americans, you no longer or perhaps have never received your pay in the form of a paper check. American Payroll Association estimates that while some people are still paid with paper checks, an overwhelming 93% of employees receive their paycheck directly deposited. Additionally, some employees use payroll cards and reloadable … Pay Stubs & Tax Withholding 101
Credit cards can be an important part of managing your financial situation when used correctly, but what do you need to know about being smart when it comes to credit cards? Making credit cards work for you can be confusing, but here are some tips to help you get started. Choose 0% According to Lendingtree, … Making Credit Cards Work for You
Whether you are shopping for a new advisor, or you have had the same advisor for years, it is important to understand how your advisor and their firm generate revenue. While cost only seems to matter if you fail to see value in the services you are receiving, there are several reasons why it is … Breaking Down Fee-Based vs. Fee Only Financial Advisors
Changing jobs can carry a mix of emotions depending on the reason for the career change. Regardless of the reason for the job change, one thing everyone needs to know is what their options are with their 401k account from a previous employer. The U.S. Bureau of Labor Statistics estimates that Americans will hold over … Forgetting something? What to do with your 401k when leaving a job
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