A resolution for every month to help you work towards financial independence! Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a month-by-month to-do list to help cultivate better financial health. January: Organize paperwork. This obvious starting point eludes … Read More about Your New Year’s (Financial) Resolutions

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets and global economy or what’s happening in our local communities, the news we’re hearing on a daily basis has the … Read More about Outlook 2023: Finding Balance

When you are busy running a company, it may be difficult to think about your taxes. Proactive tax planning helps you to avoid an unexpected tax liability when you file. These helpful strategies may offset your tax liability and might improve your future finances. 1. Make Sure You Are Saving for Retirement Entrepreneurs tend to … Read More about 5 Tax Planning Tips for Women Entrepreneurs

If one of your New Year’s resolutions involves enhancing and expanding your investment portfolio, look no further. In a true New Year’s Eve countdown tradition, ask yourself these 10 questions to help review your investment plans. 10. What’s My Investment Timeline? Not every investment is appropriate for every timeframe. Someone who hopes to retire in the … Read More about Countdown To Investing in the New Year: 10 Questions To Ask Yourself

Just what you need, right? One more time-consuming task to be taken care of between now and the end of the year. But taking a little time out from the holiday chores to make some strategic saving and investing decisions before December 31 can affect not only your long-term ability to meet your financial goals … Read More about Top Year-End Investment Tips

What is family wealth, and how do you preserve it? You have worked hard for years and accumulated wealth. You earned this money through your job, investing, and saving, and you want to preserve it for yourself and to take care of the family you love. With the projected modification of the current legislation, 2023 … Read More about Family Wealth Transfer Planning: Keeping it in the Family Through Generational Giving