Gen Xers: “Can I Afford to Retire on My Terms?”
February 5, 2024Financial education, planning, lifestyle adjustments and advice are crucial As Generation X, often referred to as the “forgotten generation,” inches closer to retirement, a unique set of challenges and concerns emerges. Born between 1965 and 1980, Gen Xers find themselves …
Sharing the Love: A Family Business Succession Plan Checklist
February 5, 2024Valentine’s Day represents love, but not just for couples. You can also spread the love through sharing your family business succession plan with the loved ones you hope will take over the reins of the company you spent your life …
Retirement Plan Limits for 2024
February 1, 2024Many IRA and retirement plan limits are indexed for inflation each year. Several of these key numbers have increased once again for 2024. How much can you save in an IRA? The maximum amount you can contribute to a traditional …
7 Tips for Near Retirees to Protect Their Financial Data
January 3, 2024While protecting your financial data has always been important, it grows even more critical as you start planning for retirement. From preserving your retirement savings to maintaining financial independence to avoiding stress, you want to keep all the assets you’ve …
5 Commonly Overlooked Tax Deductions
January 3, 2024When you own a business, you get to deduct business expenses from your business income. This general rule applies, subject to certain limitations, whether you are a sole proprietor with employees or a self-employed freelancer working in the gig economy. …
Little Known Tax Credits for Business Owners
January 3, 2024Nurturing a community, fostering growth and making a positive impact As a small business owner, your employees are the heart and soul of your organization. Many entrepreneurs understand the importance of a diverse, inclusive workforce and the benefits it brings, …
Financial Resolutions for Individuals Nearing Retirement
December 29, 2023Getting close to retirement is exciting, but it often brings a little worry about your financial future. The closer you get, the more you may be concerned with the rising living costs and if your finances are on track to …
Have You Checked Your Credit Report Lately?
July 17, 2023Through 2023, you can check your credit reports once a week for free. If you haven’t reviewed your credit reports recently, you may regret it. Fraud increased during the COVID-19 pandemic, and some people may not realize they’ve been impacted …
Caring For Aging Parents
July 17, 2023There are important steps you can take to help your aging parents find health care and living assistance, and to secure financing for the cost of the care. Many adults have aging parents who are in need of health-care and …
Beyond Retirement: Consider Your Other Goals
July 17, 2023Retirement savings isn’t the only financial goal you should consider in your lifetime. There are other milestones that you ought to take into account as well. When it comes to financial stability, people tend to focus on paying off debt …
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