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      1. What To Do With Excess Funds In Your Child’s 529 Plan—A Good Problem To Have
        What do you do with "extra" funds in your child's 529 Education Savings Plan after they've finished college, or gone in a different professional direction?
      2. 3 habits to start now to build wealth for a lifetime, according to a financial planner
        Summary List Placement  As a financial planner, an important part of my job is helping clients make choices now to build wealth for the future. I always recommend clients start by reviewing their financial situation regularly and knowing how (and why) they're spending their money. I also think it's important to underst
      3. A good credit score matters. Here’s how to build and improve yours
        Thanks to record-high inflation and rising interest rates, it’s becoming tougher to keep debt at reasonable levels and maintain good credit. In fact,
      4. Breaking Down The Basics Of HSAs
        HSA (Health Savings Accounts) can be a tax-efficient way to save for future health care expenditures Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified
      5. Common Pitfalls When Finding a New Hire
        Every hiring experience should be a learning experience. Finding a new hire can be one of the most difficult things to do for a small-business owner,
      6. A Commitment to Community Financial Education
        Finding the right lender and making a connection can make the difference in buying a home or making a large purchase. Free financial education from
      7. A cybersecurity program for small businesses
        A quick internet search provides article after article detailing the rising risk of cyber-attacks against small businesses. The titles for these articles read like a warning and a nightmare for small businesses: " Cyber attacks on small businesses on the rise. " Warning: A wave of new viruses is targeting small busines
      8. A Limitless Helping Hand: Keeping Families Covered
        Meet Ann Marie Mathis, the selfless and inspiring business owner of Keeping Families Covered, a non-profit organization dedicated to providing diapers and other basic needs to underprivileged families. As a mother of seven, Ann Marie founded Keeping Families Covered because she saw tremendous need among many families w
      9. ESOPs as a Flexible Ownership Transition Tool
        ESOPs as a Flexible Ownership Transition ToolWhen it comes to succession planning, business owners have multiple options, each carrying different benefits and implications. How do you decide the best path for you and your business? Start by asking yourself what personal and business objectives you want to achieve throu
      10. Estate Planning During A Bear Market
        A businesswoman looks over her shoulder as she runs away from a descending stock chart and an ominous shadow of a bear that is cast on the wall above