February 12, 2021
Don’t Let the Courts Decide Who Gets Your Money: Understanding Probate
When you die, you leave behind your estate. Your estate consists of your assets–all of your money, real estate, and worldly belongings.
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January 22, 2021
Investing for Major Financial Goals in 5 Steps
Everyone knows “what” they want, but when it comes to the “how,” we’re often at a loss. Whether it’s simply providing financially for your family without worry, your first home, or even a luxury trip, your dreams don’t have to hang out of reach.
Read MoreJanuary 18, 2021
Fourth Quarter 2020: Optimism on the Road to Recovery
Despite a massive “second wave” of COVID-19 cases in the 4th quarter, the stock market finished the year at an all-time high as vaccines began to be distributed globally.
Read MoreJanuary 8, 2021
How to Avoid a Feud When Transferring the Family Business
As a business owner, you’re going to have to decide when the right time will be to step away from the family business and how you’ll do it.
Read MoreNovember 23, 2020
Video: End Of Year Financial Checklist
Stephen: Welcome back and thanks for tuning in to another episode of the smart money show. Today we’re going to talk about the things that should be on your year-end Financial checklist.
Read MoreNovember 20, 2020
How to Take Advantage of Employer-Sponsored Retirement Plans
Employer-sponsored qualified retirement plans such as 401(k)s are some of the most powerful retirement savings tools available. They offer tax benefits, and some employers match their employees' contributions.
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November 18, 2020
How are We Really Doing During COVID-19
Young adults and those making less money are hardest hit by the pandemic. The United States Census Bureau has been collecting data in as close to real-time as possible in order to provide empirical insights into how Americans are really doing during COVID-19.
Read MoreNovember 13, 2020
Why Millennials Should Start Saving for Retirement
Saving for retirement may not feel like a priority if you’re younger than 35. After all, retirement is decades away, and if your employer doesn’t offer a retirement plan, there may be even less incentive for you to start saving.
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