Expert Articles
A Small Business Owner’s Approach to Retirement
For small business owners, retirement marks a significant and life-altering moment that often comes with complexities that others won’t face. If such an event is in your near future, the best approach is to plan ahead for both your sake and your company’s. Here are 7 considerations to help you gain the most from your investment as a business owner.
Read More »6 Things to Consider When Engaging a Wealth Manager
Do you know the difference between a financial advisor and a wealth manager? While the roles do share some commonalities, there are some advantages that a wealth manager provides depending upon your circumstances. And though there are some financial milestones that generally establish a need for a wealth manager, these 6 considerations can help you determine if the time is right to move in that direction.
Read More »Financial Strategies to Consider During the College Years
If you have children on the cusp of going to college (or, already there), there’s a good chance you’ve already sorted out the funding of that education. However, there are still several strategic maneuvers to consider that can help you get the most out of your investment.
Read More »Protecting Your Home in an Inflationary Environment
Year-over-year, construction and repair costs for homes have experienced significant increases for 2022. Such inflation can have many impacts on homeowners, some of which are less obvious than others. As these values rise, it’s even more important to ensure you have the proper protection for perhaps your most meaningful investment – your home. Here are some key things to consider.
Read More »Cybersecurity Update: Russia’s Invasion Raises Cyber Concerns
Since Russia launched its invasion of Ukraine, the U.S. and other allies have levied economic sanctions upon Russia. In response, Russia has threatened any nation that gets directly involved in their conflict with Ukraine with severe consequences. This threat has created heightened concerns of cyberattacks and questions about how to protect ourselves.
Read More »Rising Interest Rates and Its Impact on Wealth
Due to the inflationary environment we’ve lived in for over a year, interest rates are finally poised to reverse course from the downward trend our economy has relished for 40 years. The Federal Reserve’s decision to raise rates will combat the rate of inflation but will also impact most investment strategies. Here’s how.
Read More »How Much Should I Leave the Kids? A Guide for the Gifting Process
When it’s time to consider passing along wealth to your children – and future generations – two key questions arise: How much can you leave the kids? And, how much should you leave the kids? Here’s a helpful guide for determining answers to both questions.
Read More »Health & Your Finances: Planning for a Declining Health Situation
It’s not easy to talk about the deterioration of your health, or what you’ll do at the end of your life, which leads many to avoid the conversation altogether. However, that means critical planning is also being avoided. Here are some steps you can take that will make the process more comfortable to start and easier to manage.
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