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  1. When Does It Make Sense to Consolidate Debt with a HELOC?
    When does it make sense to consolidate debt with a HELOC? Things to consider before consolidating your debt with a HELOC
  2. Don't Get Taxed by Surprise: Year-Round Tax Planning Tips
    By Brad Wright, CFP ‘Tis the season…for taxes. Actually, you should be thinking about taxes year-round. Yes, good times indeed, but when it comes to
  3. Minimizing Taxes When You Inherit Money
    Illustration by Cha Pornea Unless you spend your winters in Aspen and your summers in the Hamptons, you probably don’t have to worry about paying
  4. Creative Ways E-Commerce Businesses Are Maintaining Sales During The Pandemic
    While some retailers have been able to maintain, or even increase, sales during the pandemic, majority of businesses have not been so fortunate. Companies selling essentials, such as groceries, healthcare items, home workout equipment, and of course hand sanitizers and cleaning supplies, have been maintaining business
  5. I changed my travel plans because of COVID-19, but there are 3 reasons I'm not changing a single thing about my investment strategy
    I was scheduled to travel to Germany from DC during the first week of March and had been looking forward to the two-week trip. I thought the European
  6. The Impact of Private Equity on the Franchise Industry
    The capital infusion private equity brings to the franchise industry is an exciting way to grow for many brands, so long as they’re willing to open themselves up to outside influence. The relationship between franchising and private equity is a complex one that only continues to pick up steam in our industry. As more a
  7. How Small Businesses Can Get Benefits Employees Love
    The pandemic-linked Great Resignation has been marked by millions of employees either opting out of the workforce or fleeing to other employers.
  8. Payments on everything from credit cards to cars could creep higher in March as the Fed ramps up its fight against inflation
    New signals from the Federal Reserve suggest its first pandemic-era rate hike could arrive in March. Such an increase would lift rates on car loans,
  9. Retirement Planning for the Self-Employed: 5 Options for Lowering Taxes and Maximizing Saving
    Choosing the right retirement plan can be confusing and overwhelming. Multiple options are available, which is a good thing, but understanding their attributes and intricacies takes time. Additionally, there are frequent updates and changes made by the IRS, such as the CARES Act in 2020 and SECURE Act in 2019, that cha
  10. Here’s What Couples Need to Know About Merging Finances
    Personal finances embody deeply rooted emotional characteristics that shape one’s behavior toward their money. It’s important to remember that when sharing finances with a significant other, it’s not a one-size-fits all kind of deal. Individual emotions, trauma and beliefs around money will differ from person-to-person