A solid financial plan for small businesses is vital, and part of that financial plan should be insurance. Insurance is essential to preserve small businesses, cover their assets, and safeguard their employees. Here are some types of insurance coverage a small business should have and why this is critical to your financial plan. General Liability [...]

Achieving perfection in any field is a remarkable feat, requiring a combination of skill, talent, focus, and a touch of luck. In the world of Major League Baseball, one of the rarest and most elusive accomplishments for a pitcher is throwing a perfect game. A perfect game in baseball occurs when a pitcher successfully retires [...]

As one approaches retirement, monitoring your financial situation by understanding your net worth and assessing the assets and resources needed to maintain a comfortable lifestyle throughout retirement is vital. This article explores eight key financial wellness metrics individuals must monitor as they approach retirement. 1. Income Replacement Ratio One of the primary financial wellness metrics [...]

  LPL Research recently unveiled 2025 Outlook: Pragmatic Optimism Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks continued their strong performance, driven by powerful trends in artificial intelligence and technology. On the other hand, the bond market experienced [...]

On Giving Tuesday¹—the day after Cyber Monday—millions of people across the world focus their attention on giving back. Whether as a way to eke out meaningful legacies or trim your tax bills, end-of-year philanthropy is a good cause and a smart idea. Here are some tips and tricks for managing your deductions and charitable purposes [...]

Every year, the holiday season sneaks up on us and, before we get to turn around, it’s over. This frenzied time of year is filled with shopping excursions and office parties, and it’s easy to let financial planning slip through the cracks at the very moment when it may have the greatest impact. Here are [...]

Asset protection is a crucial aspect of entrepreneurship that women entrepreneurs must be aware of, regardless of the industry in which they operate. In our current economic climate, where lawsuits and creditor claims are becoming increasingly common, creating a barrier to personal and business assets is vital. Asset protection involves working with financial and legal [...]