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  1. What to Ask Before Hiring a Financial Advisor
    What You Need to Know Before Hiring a Financial Advisor It's no secret the blogosphere tends to hold financial advisors in contempt. The money blog movement is steeped in DIY gumption that does not lend itself well to seeking outside help. Additionally, even though bloggers won't admit it, at some subconscious level th
  2. Why Do All Small Businesses Need a Website?
    With over 40,000 searches on Google every second, which converts to 3.5 billion searches every day, your small business absolutely must have a website presence. Regardless of the industry sector that you operate within, your customers are more than likely searching for services like yours on the Internet. This sentimen
  3. Why Small Business Owners Need to Hire a Business Consultant
    Small business owners are used to making all of the company's decisions and supervising all areas of its development and day-to-day operations. They
  4. 401(k) and IRA Advice Especially for Women
    For women who expect to lean heavily on their investment accounts in retirement, market volatility isn't the only concern. It's also important to help minimize the impact taxes can have on income in retirement. That means managing the funds in various types of investments and accounts -- taxable, tax-deferred and tax-f
  5. 3 Smart Places to Save Now
    With Social Security set to deplete one year earlier than expected, taxes on retirement benefits may only get worse, not better. Currently, 15% of your Social Security benefit is tax-free. For the other 85%, it all depends on your “provisional income.” So, it’s important to be able to manage your income in retirement,
  6. 5 Things to Do as Your Retirement Date Approaches
    If you're among the nearly 5.6 million Americans who retire every year, here are five ways to make retirement easier.
  7. How To Use Your 401(k) Funds To Start A Business
    November is National Entrepreneur Month. With studies showing 30% of new businesses are started by people above the age of 50, you might be
  8. How to maximize employee participation in HSA plans
    High-deductible health plans (HDHPs) not only offer employees the opportunity to save on their premium contributions, they also provide access to what are commonly touted as triple-tax-advantaged health savings accounts (HSAs). HSA users can put away money tax-free, and account distributions for eligible healthcare cos
  9. No Summer Vacation This Year? What to Do with the Money You’ve Saved
    From spring through summer this year, we’ve seen travel get disrupted by COVID-19. Some countries have even banned international travel to help contain the virus. SEE MORE COVID-19: A Once-in-a-Lifetime Chance to Change Our Spending HabitsClients at my firm who began planning dream vacations many months ago have been a
  10. 11 Tips To Be A More Successful Investor Now
      Jump for Joy when you become a better investor following these 11 investing tips. Normally, I tell clients to expect at least one 10% drop in