Market Commentary: S&P 500 Makes New Highs Amid Solid Breadth Even as Job Growth Weakens
The bull market rages on, as the S&P 500 moved to another new high last week, the first in the month of September and 21st overall on the year.
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Estate Planning Fundamentals to Help You Start the Conversation
Estate planning, no matter how large or simple your assets, is a conversation everyone should have. From dividing up gigantic bank accounts to choosing the music for a funeral, putting a plan in place can keep a lot of stress and family tension from reaching fever pitch.
Small Business Owners
199A Deduction – Big Change for Small Business Owners Two-hundred-forty-seven pages later, we have one large IRS document and a whole lot of questions. For small business owners, 199A deductions are complex. Do you fall into the 95 percent of small business owners covered? When do 199A dedu …
Ladies – Are You Planning for Your Security in Retirement?
While there are many challenges, these are the five most prominent that come to my mind when I think about retirement security for women. Sit back and think about all the decisions you make in life today that have an impact on your security in the future
4 Tips to Take Your 401(k) to the Next Level
The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.
Financial Planning Questions Small Business Owners Should Ask Themselves
Foundational decisions you make can save you – or cost you – thousands over time, no matter how many widgets you sell or clients you sign up. There are deep structure questions here that will be the difference between long-term growth or flash-in-the-pan success.
5 Steps to Protect Your Identity in the Digital Age
Identity theft is increasingly common and severe in today’s digital world. Although many organizations now provide services for credit monitoring, how can you make sure you’re adequately protected? Also, if you work with industry professionals, how can you feel confident your information is …
