The Benefits of Getting A Second Financial Opinion
When it comes to medical or legal advice, the value of getting a second opinion is fairly well established and defined. What about financial decisions?
The History of Mom-and-Pop Shops and How To Support Them Today
Mom-and-pop businesses have held a special place in the hearts of American consumers since the beginning of retail commerce in the USA. These family-owned, small
How Your Personal Cash Flow Works
“It’s not how much money you make, it’s how much you keep” – Robert Kiyosaki With the first two months of 2023 in the rearview
The Silicon Valley Bank Collapse
On February 14th 2023, Forbes came out with a list of America’s Best Banks. Silicon Valley Bank was listed as number 20. In February Jim
Why Employee Benefit Plans Make Sense
Over time, there has been an increase in the number of employers offering employee benefit packages for their workers. As a business, you might be
Women’s Financial Empowerment: The Challenge of Financial Wellness and Why We Need Women’s History Month
March is Women’s History Month, a month-long celebration of female empowerment1. This effort includes advocating for better representation in the workforce, pay parity and improved
5 Last Minute Considerations Before Tax Day
With April’s federal tax filing and payment deadline on the horizon, Americans are dotting their i’s and crossing their t’s as they prepare for the
Plan a Date for a Heart-to-Heart Couple’s Talk About Retirement Planning
Retirement planning may not be your idea of an exciting date night. However, retirement strategies and goals are so varied that couples in committed relationships
3 U.S. Presidents Who Still Influence Your Retirement Planning Today
Each year, Presidents’ Day is celebrated on the third Monday in February, paying tribute to George Washington, Abraham Lincoln, and the other U.S. presidents who