There is often debate on the role that luck plays in accumulating wealth. Some argue that wealth accumulation is a matter of hard work, commitment, and good decisions, while others believe luck is a factor. However, there are actions that those with wealth initiate in their wealth accumulation approach.
Read moreAs we begin the New Year, it is crucial to plan one’s financial goals strategically. Preparing is always beneficial, given the uncertainties of an evolving global economy and fluctuating markets. Here are ten things to consider when planning New Year's financial goals.
Read morePlanning for retirement can be overwhelming, but it becomes much easier if you start early. If you plan to retire in 2025, there are specific financial tips that you need to implement now to work toward an independent retirement. Here are some essential areas you should consider.
Read moreThe end of the year is a perfect time to give back to others and your community. Whether you're an individual or a business owner, charitable donations benefit the recipient and provide tax advantages to the donor.
Read moreReviewing your financial situation can help you evaluate your financial health and set the stage for wealth growth in the coming year. Here is an end-of-year financial checklist to work through as you pursue being on top of your financial game.
Read moreAchieving financial freedom is a goal that many of us desire, but some might believe is too far away to reach. It's a daunting task, especially when bills pile up, cost of living increases, and we bury ourselves in debt.
Read more
April is recognized as Financial Literacy Month, aiming to promote financial education and awareness among individuals. Reflecting on one's financial habits and learning ways to improve them is crucial.
Read moreNavigating your retirement savings can be a challenging process due to the inherent complexities and the multitude of factors that tend to affect the most confident plan.
Read more
The onset of a New Year often brings a spirit of change and improvement. One area of life that often receives excessive attention in the New Year is our finances.
Read more
The primary goal of financial awareness is to establish and maintain healthy financial habits. Financial awareness aims to help people understand things such as budgeting, setting financial goals, making informed investment decisions, interest rates, managing
Read more
Debt can hinder financial confidence when you spend more than you make and borrow using credit. Other financial problems may occur, such as inadequate emergency or retirement savings.
Read more
Establishing financial wellness is a personal, ever-changing state of being that enables one to exercise choice while feeling in control of finances.
Read more
The average household with credit card debt had a balance of $7,149 in 2020. For the average household carrying credit card debt as of September 2020, this equates to an annual interest of $1,155.
Read more
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Read more
The average household with credit card debt had a balance of $7,149 in 2020. For the average household carrying credit card debt as of September 2020, this equates to an annual interest of $1,155.
Read more
Financial wellness is the ability to have a healthy financial life and feel good about your financial situation. Financial wellness doesn't have just one meaning because it can mean something different to each person.
Read more
With a new president and administration, now is a great time to meet with your financial professional to discuss how our new president, Joe Biden, may affect your finances, taxes, and retirement . Given the balance of the U.S.
Read more
2020 has been a year unlike any during our lifetimes with the COVID-19 pandemic and a poor economy. Many have been impacted with lay-offs and job losses and realize they were unprepared financially.
Read more
As we enter a new year, many are hopeful that 2021 will be positively different from 2020 in health, the environment, and the economy.
Read more
The coronavirus pandemic has motivated financial professionals to take full advantage of technology . Many of them are pairing various tech solutions with their unique human touch to help clients improve their financial well-being.
Read more