End-of-Year Business Financial Checklist
Preparing Your Company for Success in 2024 As the year draws to a close, it's time for businesses to take a moment and assess their financial health. Preparing for the New Year should include a comprehensive financial checklist to ensure your company starts 2024 on the...
SECURE 2.0 Aims to Brighten the Future for Retirement Savers
The $1.7 trillion appropriations bill passed by Congress at the end of last year included some notable provisions affecting workplace retirement plans and IRAs. Dubbed the SECURE 2.0 Act of 2022, the new legislation builds on the sweeping Setting Every Community Up for Retirement...
International Fraud Awareness Week
International Fraud Awareness Week (IFAW) is a global effort aimed at shedding light on fraud through campaigns and educational initiatives, fostering awareness and prevention....
How to Stay Above Water in This Financial Climate
Although some financial pundits are more optimistic about the future, a recession is still expected in 2024. Inflation, the steady increase in prices for goods and services, erodes the purchasing power of money. It's a natural economic phenomenon, but when it accelerates rapidly, it can...
The Power of Charitable Giving: Maximizing the Impact of Year-End Donations
As the holiday season approaches and the year draws to a close, it's not only a time for festive celebrations and giving gifts to loved ones but also a time for charitable giving. How can you make the most of your year-end donations by considering...
Women, HSAs, and Long-Term Care Planning
Financial planning isn't just about saving for short-term goals. It's also about securing your future. Health Savings Accounts (HSAs) are seen as valuable tools for managing healthcare costs, and women, in particular, should take a closer look at these accounts....
Retirement Planning at Year-End: How to Ensure a Secure Financial Future
Effective year-end retirement planning is essential for securing a comfortable and financially stable future. However, it's essential to approach your retirement planning holistically, considering your overall financial picture and long-term goals. By following the strategies outlined in this comprehensive guide, you can take significant steps...
How Business Women Can Prepare for Retirement
While retirement may seem like a distant destination, especially when you’re busy building a career or running a business, it’s essential to start planning early. Men and women may share certain financial goals, but women possess different perspectives and requirements when it comes to saving...
Preparing for Healthcare Costs in Retirement
Retirement planning is like embarking on a journey, and while we often focus on destinations like travel, leisure, or spending time with loved ones, there’s a vital aspect that’s sometimes overlooked—healthcare expenses in retirement. As we age, healthcare costs tend to increase, and being prepared...
U.S. Economy: Soft Landing or Delayed Recession?
Economists have been predicting a recession for the U.S. economy ever since the Federal Reserve began aggressively raising interest rates in 2022. This is Econ 101. High interest rates, which make it more expensive to borrow, are intended to tame inflation by slowing business and...