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      1. Your Business Needs a Succession Plan: Here Are the Basics
        In Part 1 and Part 2 of this series on selling your business, we’ve examined the questions facing owners who entered 2020 ready to make their move, breaking down how the COVID-19 pandemic changes the situation and how to increase a business’s value if you decide to delay bringing it to market. There’s another way forwa
      2. Are You on Track? Financial Goals for Every Decade of Your Life
        Your career and lifestyle look completely different when you're in your 20s compared with when you're in your 60s: Your financial focus and planning in each decade should follow suit. Each decade is riddled with its own risks and problems, so it's important to know what to expect. Which decade can you afford to take mo
      3. Online Banking Can Boost Your Business Efficiency
        online banking platforms helps boost business efficiency, convenience. Discover how online banking can revolutionize your business
      4. For the first time in US history, a decade will pass without the country falling into a recession
        In every decade since the period immediately before the Civil War, the US economy could be relied on to do one thing: tumble into recession. But the American economy is on pace to defy that trend for the first time in nearly 170 years as it enters the 2020s. The 2010s would be first time a decade has come and gone with
      5. With inflation at a 41-year high, you should be asking for a raise — here's how to do it
        Inflation has hit a 41-year high, and many Americans fear price increases are outpacing wage growth. Common knowledge says to ask for a raise because
      6. Five Simple Year-End Tax Tips to Set Up a Successful 2024
        ’Tis the season to make New Year’s tax resolutions, but as I have seen many times in my 25 years as a financial adviser, it’s those who plan ahead
      7. Should You Go Back to Work as a Retiree If Your Nest Egg Isn't Cutting It?
        After leaving the workforce, you'll have to start relying on savings and Social Security to support you. Unfortunately, you may discover these income
      8. 5 Steps to Retiring Early
        Early retirement is becoming an increasingly popular financial goal for many Americans. The FIRE movement — Financial Independence, Retire Early — has gained traction in recent years, and more people find themselves aggressively saving with the hopes of leaving the workforce in their 40s or 50s rather than their 60s or
      9. How the Coronavirus Crisis Might Affect Your 401(k) Benefits
        The next time a global pandemic rolls around, at least we'll know what to expect. The effort to contain COVID-19 in the U. S. has changed how we work, shop, exercise, and socialize. Even our long-term savings habits might be disrupted as employers look to optimize 401(k) benefits to conserve their own cash. According t
      10. 7 Sources of Retirement Income You Probably Haven't Considered Yet
        There are some things you should do well before you retire, and an important one is this: Figure out your sources of retirement income. After all,