Use your best comparison-shopping skills when choosing a financial professional Many financially successful people are comparison shoppers. If you’re one, you pore over ratings in consumer magazines, read websites for reviews and compare scores of products before you buy even everyday products like coffee or toilet bowl cleaner. Yet chances are good you don’t use [...]

Though the New Year may bring with it a new opportunity to set and achieve financial goals, the thought of making sweeping changes to your budget and lifestyle may be overwhelming. What can you do to improve your odds of success in reaching the goals you've set? Below, we discuss three concrete steps to take [...]

Getting close to retirement is exciting, but it often brings a little worry about your financial future. The closer you get, the more you may be concerned with the rising living costs and if your finances are on track to allow you to live as planned when retirement comes. Whether your retirement is within the [...]

The new year is fast approaching, and it is a good time for small business owners to make some financial resolutions to help lead them toward a solid financial path. Whether your business is just starting or you have been running it for decades, the new year is the time to review your financial situation [...]

The new year is fast approaching, and it is the perfect time to set up resolutions for your business. Whether you want to increase your sales, gather a more extensive customer base, or just accomplish needed business improvements, below are a few goals to help you get started. 1. Beef Up Your Online Presence Your [...]

Is that investment an innovation or an improvement on an existing product? As Christmas sales loom, we face an endless array of sparkly, shiny and occasionally innovative items. As an investor, you run into a similar phenomenon that requires you to ask, “Are investment offerings truly innovative, or simply improvements to existing technologies and services?” [...]

The holidays are nearly upon us – a time of giving, goodwill to others, and embracing traditions. For many people, giving to a charity or organization that aligns with your values provides a sense of fulfillment. If you itemize deductions on your income tax return, you can deduct gifts made to charities. Here are six [...]

‘Tis the season for fun, family, and a lot of spending. Whether you plan to spend money on holiday gifts for the family, are planning a holiday event, or like to use the holiday season as your time for contributing to worthy causes, it’s a time that has the possibility of straining your finances. Don't [...]

Tax planning preparations include small-business owners taking necessary measures to optimize their taxes by taking advantage of deductions and benefits. Here is a brief tax planning overview for small-business owners preparing for tax filings. Incorporating these five tips into monthly, quarterly, and annual tax planning routines may help prevent errors, avoid delays, and help small-business [...]