Financial Planning

Five Year End Planning Tips

“Starting next year” is a phrase you commonly hear around the holidays. Whether the goal is to exercise more, travel, or eat healthier, it just seems like these resolutions seem more manageable in January. While you can cut cookies from your diet next year, there are a few items that should be addressed before 2022 […]

Financial Planning

Why Everyone Needs a Plan

Whether it is buying groceries, determining your next vacation destination, or even what time you’re going to wake up tomorrow, we plan for just about everything in life. Except when it comes to money. According to a Gallup poll, only 30% of Americans have a long-term financial plan that includes savings and investment goals. Failing […]

Cyber Security Tips

Three Simple Steps to Protect Yourself From Cyber Fraud

TRUE STORY: In late December, we were working with a client to send her regular year-end distribution. On Christmas Eve, we received an add-on response to our email chain asking that we send funds to a new bank account. As this seemed odd, and even though the email address matched our records, we followed our […]

Business Value

How to Maximize the Value of Your Business

As a business owner, you have spent countless hours agonizing over the complexities of keeping operations running smoothly. However, failure to think about the final piece of the puzzle, making the business attractive to a potential buyer, could lead to a less than optimal result. To help avoid this mistake, we interviewed business owners, board […]

401k Mistakes

Top 401k Mistakes

The 401k is one of the most popular options available for those working toward retirement. These accounts, which are provided by employers, give employees the opportunity to make tax deferred contributions from each paycheck. This means that the funds used for contributions are not taxed upon entering your 401k but taxed later upon withdrawal. Additionally, […]

Preventing Ageism

Preventing Ageism in the Workforce

As you progress throughout your career, it is important to know what to look for when it comes to ageism. It may start with being passed over for a promotion, getting excluded from new company initiatives, a stagnant salary, and your bonuses reduced or even eliminated entirely. As time moves on, your performance evaluations, which […]