Taxes

white Canon cash register

When you think about taxes, you might first think about your accountant. However, a financial advisor can also help you with your taxes. In 2017, Americans paid a whopping $1.66 trillion in taxes to the federal government. If you feel like you paid more than your fair share of that $1.66 trillion, you might want […]

Succession Planning

person holding pencil near laptop computer

When the unexpected hits your business, you need to have something in place that keeps it, and you, protected. Now, you may be saying that you have some sort of understanding in place, but when trouble hits, understandings can be easily misunderstood! Legal paperwork helps prevent both questions and problems. Working with a financial advisor […]

Starting a Family

family eating at the table

When some people imagine having a child, they feel only excitement. Others are gripped by financial anxiety. After all, raising a child isn’t cheap, and the stakes become so much higher with a small person relying upon you. No wonder that some of us “nest” by calculating out our budget to the penny! Having children […]

Marriage

man and woman holding hands

When you’re in love, talking about money may seem mundane. 40% of couples don’t talk about how they’ll manage their money before marriage. That’s a problem: solid finances are a vital underpinning to a healthy relationship. Money troubles are the most common stressor on a marriage—worse than chores, in-laws, or annoying habits. Whether you are […]

Estate Planning

man writing on paper

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 haven’t even created a will. The temptation to put off the difficult work till later, rather than think about such a grim topic, leaves many […]

New Job

woman putting an Acer Chromebook in a bag

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 slipping. As you’re making the transition to a new job, or if you’re deciding if you should take a job offer, talk with your financial […]

Profit and Loss for New Business Owners

shallow focus photo of thank you for shopping signage

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 you on track to beat the odds? Or are you about to become a statistic? Maybe you have clients or customers, and revenue comes in […]

Moving

man in blue polo shirt sitting on chair

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. A new city often means a new neighborhood, a new job, and a new start. However, it can be challenging and even scary as well. […]

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 after they stop working. But studies show that today’s workers often lack any substantial amount of savings. Acknowledging this reality can make any retirement at […]

Managing Your Investments When You Own a Business

woman in white shirt using smartphone

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. But just having a business isn’t an investment strategy. To grow your personal wealth, you need to invest both in the business and outside it. […]