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        1,712 results found

        1. Second Marriage Financial Checklist: 7 Planning Items To Consider
          Before my wife and I got married we had the “money talk”. Since we were relatively young, and neither of us had that much money, the talk was pretty short.
        2. Solo 401(k) vs. SEP: Which is Best for Biz Owners?
          Small business owners have several options to choose from when it comes to retirement planning. Traditional or Roth IRAs can provide a good start to saving for retirement, but successful business owners often need a plan that allows them to defer much larger amounts on an annual basis. SEP-IRAs were introduced as a way
        3. 4 things that might explain the labor shortage hitting the reopening American economy
          9.7 million people are actively seeking work, but businesses are reporting major labor shortages. The New York Times reported on four reasons that might account for that disconnect. These include jobless benefits disincentivizing people to work and pandemic health concerns. See more stories on Insider's business page.
        4. The Psychology of Spending in Retirement: Why You Might Hoard Instead of Enjoy
          Why is it so hard to enjoy the money you’ve saved for decades?
        5. Can corporate well-being programs really help employees get healthy and reduce health care expenses?
          We've all heard the adage, "No two snowflakes are alike." This rings true even for well-being programs and is a critical factor to consider when deciding what type of program is right for your employees. Every person is on a different journey to better health and well-being, and this is why generalized and oversimplifi
        6. Don't Get Taxed by Surprise: Year-Round Tax Planning Tips
          By Brad Wright, CFP ‘Tis the season…for taxes. Actually, you should be thinking about taxes year-round. Yes, good times indeed, but when it comes to
        7. Want To Reopen Your Company? Read This First
          As businesses around the country once again open their doors, many leaders, employees, customers, and communities are asking themselves the same question: How can we reopen safely and successfully? First, it should go without saying: Businesses should only reopen if they can enact safety measures such as socially-dista
        8. 3 Tips for Investing in Your 50s
          The years in your 50s are pivotal ages on the road to retirement. At this stage of life, you may be making plans for how you'll spend your senior years and when you'll close out your career. You might also be grappling with college tuition payments for your children or other expenses that eat up a lot of your income. T
        9. 3 Ways to Save on Insurance in 2024
          Paying for insurance can be expensive -- especially in today's environment. In fact, the cost of a homeowners policy has
        10. 4 Things to Know: An Expert’s Guide to Preparing for Homeownership
          These days, it’s hard to keep up on interest rate news. That often means it can be tough to tell how a fluctuating market could play into your bigger plans, like buying a home.