3 Alternatives to Bonds In 2022

Posted by Jake Sadler on May 17, 2022
At its core, a bond ...
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Topics: Financial Planning, Investment News

4 Alternatives To 401(k) For Small Businesses

Posted by Jake Sadler on May 10, 2022
Financial planning can seem complicated enough as an individual, let alone if you’re a small business owner. As a business owner, the line between your personal and company finances are often blurred.
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Topics: Financial Planning, Retirement Planning, Business Owner News

Should I Sell My Business? 6 Things To Consider

Posted by Dan Ebinger on May 04, 2022
As a business owner, you’ve overcome many obstacles and hopefully enjoyed many successes. But whether your excitement is wearing thin or you’re looking to start another business venture in the future, you may be wondering: Should I sell my business?
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Topics: Financial Planning, Business Owner News

3 Ways To Use Debt To Build Wealth

Posted by Jake Sadler on May 02, 2022
Though it may seem counterintuitive, some financial concepts we’re taught to think of as “bad” can actually be used to help achieve our long-term financial goals. One of these concepts is debt.
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Topics: Financial Planning, Wealth Management

3 Key Tax Strategies For High-Income Earners

Posted by Dan Ebinger on April 29, 2022
Whether you recently became a high earner or have been for years, paying close attention to tax planning opportunities can have a significant impact on your ability to accumulate wealth. Broadly speaking, tax planning involves the following:
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Topics: Financial Planning, Wealth Management

Quarterly Market Review - Q1 2022

Posted by Jim Kantowski, CFP®, CPA on April 18, 2022
For specific information on last quarter’s market performance, please download our Q1 Market Review.
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Topics: Investment News

Am I Ready To Retire? Consider These 4 Financial Aspects

Posted by Jim Kantowski, CFP®, CPA on April 05, 2022
After several decades of working, it’s only natural to dream of finally vacationing around the world, moving to a cabin or a beach, or just sleeping in every day—whatever it is you envision once you leave the workforce. But how do you know when to retire? The whole process depends on two ...
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Topics: Financial Planning, Retirement Planning

Financial Literacy For Women: Key Tips and Resources

Posted by Sarah Langenohl on April 04, 2022
More women are increasingly becoming breadwinners, corporate
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Topics: Financial Planning, Wealth Management

Pre-Tax Vs. Roth Account: Which Is Best For Me?

Posted by Jake Sadler on March 30, 2022
The concept of “one-size-fits-all” doesn’t apply to saving for retirement. Being financially prepared for your golden years is crucial for many Americans, but the planning process looks different for each individual and couple.
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Topics: Financial Planning, Retirement Planning

How Often Should I Refinance My Mortgage?

Posted by Billy Hufnell on March 24, 2022
Home ownership comes with fantastic benefits, like building equity in your property and having a place to live that your family can call your own. However, as most homeowners know, owning a home also comes with costs (how about a new furnace, anyone?). That’s why it’s important to find ...
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Topics: Financial Planning, Wealth Management