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10 Scary facts about retirement
Some prepare for retirement by planning extended vacations or travel. Others meet with trusted professionals with increasing frequency. Some simply adopt new hobbies to fill their time. While you’re exploring the new opportunities the next […]
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How helping charities helps you
Isn’t it great when you can find a real win-win? We know that term is overused, but it comes down to doing something that helps you as well as someone else, in equal measure. By […]
5 Original ways to show your love
It has been said that love is a verb, and though it may not seem as romantic as a box of chocolates, a dozen roses, or a candlelit dinner in Paris, one of the best […]
5 Things late retirement planners can do right now
According to a recent Guardian study, more than 1 in 3 Americans are considering delaying retirement.1 If you’re “late to the game” in your retirement planning and are beginning to think that all hope may […]
Why financial planning should be part of your family planning
Making the parenthood leap may be one of the biggest life decisions you’ll ever make. It’s also a big financial decision. According to a Guardian study, 20 percent of working Americans are stressed and struggling.1 […]
Market volatility
Investing comes with ups and downs. Are you prepared for market volatility?
5 Ways to get ready for retirement
Are you ready to take the plunge and retire? Whether retirement’s right around the corner or still many years away, it’s wise to plan ahead so you can enjoy your unique vision of retirement. Here […]
Your financial destination matters
“Life is a journey, not a destination.” Those words, commonly attributed to Ralph Waldo Emerson, are as true today as they were 150 years ago: If you hope to lead a life full of purpose […]
Why your retirement savings shouldn’t be your emergency fund
Life happens. Cars break down. Ankles get sprained. There will always be “emergencies” that can set you back financially, but you don’t want to compound the damage by tapping your retirement savings to pay for […]
Using your retirement savings to start up a business
Are you considering using your retirement savings from a 401(k) Plan or IRA to finance the start of a small business? While the concept may sound like a good idea, there are many complicated tax […]
What do football coaches and business succession planning have in common?
Why might most football coaches be sound business succession planners? They understand that sketching out a solid game plan is important and needs to be revisited from time to time.
Business succession planning is not just tax and legal mumbo jumbo
As a small business owner, you understand that running a business is tough. You’re not only concerned with running the business today. You’re also concerned with how your business will continue on in the future, […]
180-Degree career pivot in 6 steps
Did you know that in 2021, according to the U.S. Bureau of Labor Statistics, more than 47 million Americans voluntarily quit their jobs? This record number of workers leaving the workforce has been called the Great Resignation.1 […]
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