Higher Interest Rates are Here to Stay
Higher Interest Rates are Here to Stay
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2024 Vision: Setting Clear Financial Goals for the Coming Year
2024 Vision: Setting Clear Financial Goals for the Coming Year
Combining Passion and Purpose: Steps to Effective Charitable Giving
Combining Passion and Purpose: Steps to Effective Charitable Giving
How Long Will $1 Million Last You in Retirement?
How Long Will $1 Million Last You in Retirement?
Planning for Mental Incapacity: Safeguarding Your Financial Future
Planning for Mental Incapacity: Safeguarding Your Financial Future. Mental incapacity due to aging or illness is an uncomfortable topic that most of us prefer to avoid. However, the statistics make a compelling argument for confronting this issue head-on.
How to Rehearse Your Perfect Retirement Early
How to Rehearse Your Perfect Retirement Early
Understanding 529 Plans: An Essential Guide for Parents and Students
Understanding 529 Plans: An Essential Guide for Parents and Students
How Much Should You Spend on Marketing? A Comprehensive Guide for Business Owners
How Much Should You Spend on Marketing? A Comprehensive Guide for Business Owners including tips to consider when determining your business marketing budget.
Why You Should Consider Consolidating Past 401k Plans
What should you do with your 401(k) after you separate from your employer? Many people don’t give it another thought once they leave a job, choosing to leave it as is by default. By not making a decision, they could be complicating their lives and relegating their retirement funds to long-term underperformance, which few people can afford.
Spring, Renewal, and the importance of Regular Portfolio Rebalancing
While most of us are busy Marie Kondo-ing our closets for a dopamine boost, it's also the perfect time to dust our finances thoroughly.
The Extremely High Costs of Taking Early Withdrawals from Your 401(k)
It has become too easy to withdraw money from a 401k), but, in many cases, it can be difficult to put the money back, resulting in a permanent reduction of your retirement savings.
6 Proven Strategies to Build Your Business Email List and Reach More Clients
Did you know that email marketing has one of the highest rates of return (ROI) on digital marketing investments for business owners? According to a 2020 study by Litmus, the median ROI for email marketing is 42:1. In other words, for every dollar spent on email marketing, the average return is $42. That’s why building an email list has become so essential for business owners.