For some, 2021 has flown by—and as we approach the last quarter of the year, it's a good time to begin planning for the next one. Year-end planning is especially…..
Read MoreTalking about the end of life or possible tragic events is not something people naturally want to do, but it is important. To have your wishes honored and to create…..
Read MoreEntrepreneurs may entertain thoughts of achieving success, inspired by those companies that seem to spring forth fully grown overnight. But, it is important for business owners to ask at the…..
Read MoreMany people are familiar with the scammers who promise to pay millions of dollars in exchange for briefly holding funds in your bank account or those who offer to enhance…..
Read MoreIs it memory loss due to the aging process or the early onset of dementia? Initially, cognitive changes can be subtle and challenging to diagnose. As a result, it can…..
Read MoreMore consumers are conducting financial transactions online and may become vulnerable to tracking, hacking, identity theft, phishing scams, and other cyberspace risks. While nothing can guarantee complete safety on the…..
Read MoreSmall businesses face many problems related to their size, capital, and capability, and for women-owned small businesses, the challenge is sometimes even greater. The good news is there are many…..
Read More“I have nothing to wear,” said the person who has an overflowing closet of clothes. “It’s on sale,” said the person who only buys from fast-fashion brands. If these phrases…..
Read MoreOrganization, efficiency and discipline can be considered as three primary steps of financial planning. Organization is knowing where your money comes and goes. An efficient portfolio means working towards a…..
Read MoreThe business landscape is continually changing—technological advances, corporate downsizing, restructuring, and telecommuting have reshaped the marketplace. Although these improvements and modifications have a great impact on our working environment, perhaps…..
Read MoreSeptember 22nd is American Business Women's Day, and it may be the perfect day to celebrate women who have surpassed the glass ceiling and gone on to be leaders and…..
Read MoreSometimes a 401(k) loan makes sense, but there are a lot of considerations Tapping your tax-advantaged retirement savings seems like a desperate financial move (because it is), yet also a…..
Read MoreWhether you manage a trust for someone else, are the beneficiary of a trust, or are thinking of creating a trust, you probably have some questions about the "best practices" of…..
Read MoreMerrill Lynch recently released the results of a comprehensive survey on women and financial wellness, with some surprising observations.1 The top financial regret for the women surveyed was that they weren't…..
Read MoreStagnant wage growth, rising inflation and low interest rates are real issues The idea of retiring at age 65 with a gold watch and a fully-funded retirement account is a…..
Read MoreAs of 2017, about two-thirds of all nonprofit organizations in the U.S. had annual budgets of less than $1 million.[1] For these non-profit organizations where every penny has a purpose, having…..
Read MoreOn May 7, 2021, the Colonial Pipeline, which carries almost half of the East Coast's fuel supply from Texas to New Jersey, shut down operations in response to a ransomware…..
Read MoreIn July 2021, nearly 40 million U.S. families are set to begin receiving $250 or $300 per month in child tax credit payments through the end of the year.1 But what…..
Read MoreIn today’s economy, offers of an early retirement buyout for a current employee or a pension buyout directed at a former employee are becoming common as companies look for ways…..
Read MoreThe American Families Plan and what it might mean for investors Will the policies of the Biden Administration have a negative or positive impact on the stock market? A…..
Read MoreThe American Rescue Plan Act and what it might mean for investors Will the policies of the Biden Administration have a negative or positive impact on the stock market? A…..
Read MoreWhile presidential policies matter, policies never move markets uniformly Will the policies of the Biden Administration have a negative or positive impact on the stock market? A prevailing view –…..
Read MoreSocial Justice investing is commonly linked to Socially Responsible Investing (SRI), which is investing to do good for others. Now, as COVID-19 continues to shape our societal values, clients are…..
Read MoreIt is human nature to seek advice when things aren't going well or when an unforeseen event occurs. Often, people seek financial advice from a professional only when the stock…..
Read MoreWhen you die, what will happen to your retirement plan benefits? In general, your retirement plan benefits pass to the beneficiaries you designate on the plan beneficiary designation form. Your…..
Read MoreWomen can experience more challenges saving for retirement than men, and unfortunately, COVID-19 has added even more challenges. According to Transamerica Center for Retirement Studies report Women and Retirement: Risks…..
Read MoreToday’s women are more educated and have more significant job opportunities compared to previous generations. Despite more women in the workforce than ever before, women still experience considerable pay disparity…..
Read MoreSending a child to college for the first time can be a stressful transition for any parent. Even though your child is legally an adult (or almost an adult) by…..
Read MoreBecause you've worked hard to create a secure and comfortable lifestyle for your family and loved ones, you'll want to ensure that you have a sound financial plan that includes…..
Read MoreA key goal of investing for retirement is making sure you save enough to make your money last throughout your lifetime. On this score, women may need to save more…..
Read MoreTeachers don't just punch a time clock and log hours at their jobs. Instead, they invest a lot of time and make a significant emotional commitment to shaping the lives…..
Read MoreEqual Pay Day is dedicated to symbolizing and raising awareness of the gender pay gap in most countries throughout the world.[1] The first year of observation was 1996 and was…..
Read MoreOne of the biggest challenges for any new business involves maintaining liquidity and consistent cash flow. Many entrepreneurs take only a minimal salary—if any at all—during the first few years…..
Read MoreThe ability to enjoy a secure retirement is an objective that many teachers and their colleagues pursue years before they leave their jobs. Many public school workers, in different positions,…..
Read MoreWhat Should Women Entrepreneurs Do to Thrive in the COVID Era? With COVID rocking the employment landscape for job-seekers, some women have taken this opportunity to reinvent themselves and…..
Read MoreBy Pamela Zedick, CFP® Did you know that estate planning isn’t just for the wealthy? Estate planning is important for anyone with assets, including checking and savings accounts, real estate…..
Read MoreBy Pamela Zedick, CFP® Like most things in life, my path to becoming a financial advisor had plenty of twists and turns. I knew I wanted a career in finance…..
Read MorePamela Zedick, CFP® There are a lot of things you don’t want to gamble with in life, like your retirement savings, your income, or your health. Unfortunately, many Americans take…..
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