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7 Tips for Budgeting for Travel During Retirement
Retirement is a time when many people look forward to fulfilling their travel dreams and exploring new destinations. However, it is essential to plan and budget wisely to ensure that your retirement funds can sustain your desire to travel for years to come. In this blog post, we will discuss…
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How to Sell Your Small Business
Have you thought about selling your business to reap the benefits of all your hard work? The good news is that the acquisition of small businesses is on the rise. According to a report by BizBuySell, “Volume of small business acquisitions moved up 4.8% in the first quarter of 2023…
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Why Annuities Are So Controversial
Have you been searching for financial options to help ensure a steady income stream in retirement? Have you come across the word “annuity” as one way to do this but, after researching further, realized that not everyone is on board the annuity train? We believe annuities may be a viable…
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7 Mistakes Small Business Owners Make
As a small business owner, you have a lot on your plate. From running your business to ensuring that your customers receive the best products or services, it’s easy to let important things fall by the wayside. Not to mention, many small business owners might not have ever started a…
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What Makes a Good Investor
With the power of compounding and potential for returns, investing can be a great way to grow your wealth over time. It is a part of your overall financial wellness plan—a way to help ensure your needs are met and goals are achieved. However, with so much uncertainty in the…
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Seven Steps You Can Take to Improve Your Financial Literacy
Financial literacy is an important life skill that can assist with making sound decisions when managing money. It is critical to learning how to save, borrow, invest, and protect money, while developing financial habits that support your lifestyle and goals; however, not everyone has this necessary knowledge. A 2022 TIAA…
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Duties and Responsibilities of Trustees of a Living Trust: What You Need to Know
What Is a Living Trust? A living trust is an entity, a legal document, that houses your assets (investments, bank accounts, real estate, valuable personal property) in a way that avoids probate and transfers them to others in a timely and cost-effective manner. Read more about that here. A vital…
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How to Teach Kids About Money
We’ve all heard the old adage, “Money doesn’t grow on trees.” It was likely said to you often, possibly when you asked for a new pair of sneakers or when your weekly allowance was handed over—if you got one. But beyond that, how thorough was your financial education when you…
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