Advice Chaser Blog

Estate Planning
As little as any of us wants to think about death, no one lives forever. However, most people put off estate planning for far too long. Approximately 60% of Americans

Starting at a New Job
Congrats on getting a new job offer! You’ll be adjusting to new coworkers, new job responsibilities, and more. In the middle of these changes, don’t let your financial goals start

Profit and Loss for New Business Owners
Do you know how well your business is doing–really doing? Over 627,000 new businesses open each year, but almost half of them fail before they hit the five-year mark. Are

Moving
Americans are highly mobile, moving an average of every five years. Some move across town to a better neighborhood; others clear across the country or the world. Relocating is exciting.

Employer-Sponsored Retirement Plans
The American Dream tells us that our retirement years should be spent enjoying the fruits of a life of labor. Most people imagine long years of content ahead of them

Managing Your Investments When You Own a Business
There are over 30 million small businesses in the U.S. Many of the owners think of their business as an investment—a way to grow their money and fund their retirement.

Insurance
A good budget covers all your usual expenses. However, no budget can cover every unexpected event: a house fire, a broken bone, a car accident. Few people have enough money

Managing Risks in Your Business
No risk, no reward. Managing risk is an essential part of running a business. A company that isn’t prepared for the worst can be destroyed by bad luck. A well-prepared

What to Expect When You’ve Just Received an Inheritance
Receiving an inheritance can be a bittersweet occasion. While your heart aches for your lost loved one, you’re also full of gratitude for the gift they’re leaving for you. Because

Divorce
If you’re reading this article, chances are you’re experiencing the emotional, financial, and time-consuming stress of divorce. You’re not alone, either–almost 800,000 divorces are finalized each year in the United

Choosing a Benefits Package for Your Business
When workers are looking for a job, benefits are essential to their decision. About 80% of workers would choose a job with good benefits over a job with a higher

Upcoming Retirement
Many of us have watched our parents and grandparents wrap up a lifetime of work and settle down to their well-deserved reward of a relaxed retirement. But more and more,
Looking for a financial advisor?
Your financial plan is as unique as you are. We partner with businesses all over the U.S., so that we can help you connect with the right options, all at no cost to you.