Social Security planning is a critical step in the financial planning process. While it provides a steady stream of income for most retirees, it can be a taxable benefit for many others, including disabled workers and their families and, in some cases, a surviving spouse and children. Social Security is the only retirement income … Read more
Owning and operating a small business, as you know, has many moving facets. From start-ups, small businesses to businesses that have been operating for years, creating a realistic financial strategy is essential for long-term growth and success. Approximately one-fourth of small businesses start with no finances, calling for a systematic financial management approach that … Read more
Do our biases affect our financial choices? Even the most seasoned investors are prone to their influence. Investors are routinely warned about allowing their emotions to influence their decisions. However, they are less routinely cautioned about their preconceptions and biases that may color their financial choices. In a batt le between the facts & biases, … Read more
How would you evaluate your overall level of financial wellness? Do you have a process in place that allows you to track and manage your finances successfully on both a personal and business level? Studies show that one-third of Americans have zero dollars in retirement savings at the moment1, meaning one-third of Americans are … Read more
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