Broker Check

Blog

Tuesday, July 2, 2024

Your finances are probably one of the last places you want to experience fireworks—unless they are celebratory. With new year's resolutions firmly in the rearview mirror, the summer months allow you to revisit your financial goals.

Monday, June 24, 2024

News headlines are often dominated by some of the world's largest businesses—from FAANG stocks soaring to new heights to Space X planning to send rockets to Mars.

Monday, June 10, 2024

When helping people get ready for retirement, financial professionals find the same issues come up over and over. Thinking ahead can spell the difference between a retirement with enough money and a stressful one with difficult decisions.

Tuesday, June 4, 2024

Why Insurance is a Must-Have Element of Estate Planning You probably already know that insurance is something you should have in case of unforeseen events. When it comes to estate planning, insurance helps manage the distribution of...

Sunday, May 26, 2024

Starting a small business is undoubtedly rewarding. It creates a sense of accomplishment and the potential for financial freedom and gives you, the business owner, a certain autonomy.

Show All

Sunday, May 19, 2024

Estate planning is a comprehensive process that involves organizing your assets and making informed decisions concerning how your wealth will be handled before and after death.

Sunday, May 12, 2024

Small business owners face many challenges, which may become even more significant during inflation. As inflation hit new highs in recent years, small business owners are being tested and challenged by high costs and high interest rates.

Tuesday, May 7, 2024

Estate planning is crucial for all individuals, regardless of their wealth or status. However, the need for comprehensive estate planning becomes even more significant for high-net-worth (HNW) foster parents.

Monday, April 8, 2024

Financial Freedom Starts with Financial Literacy Celebrate Financial Freedom Day by understanding what financial literacy is and how to increase the financial literacy of all Americans so they can work towards financial freedom. By...

Wednesday, April 3, 2024

Budgeting for Teachers: A Learning Curve If you are an educator, you know how important budgeting is. Whether you take a summer job to have a year-round income or rely on your school year to pay for bills, budgeting your money properly...

Monday, April 1, 2024

The True Cost of Being a Teacher (Teacher Appreciation Day) According to a study by the National School Supply and Equipment Association, 99.5% of teachers spend their own money on school supplies.[1] Being a teacher is a fulfilling...

Thursday, March 28, 2024

In the ever-evolving world of finance, staying abreast of economic indicators is crucial for investors looking to make informed decisions.

Thursday, March 21, 2024

Those who receive an inheritance with the passing of a loved one are potentially given the gift of financial freedom if they choose to manage the wealth carefully. Did you know that only about one-third of adults have a prepared will...

Thursday, March 14, 2024

In an unexpected turn of events, the IRS announced another delay in the implementation of the new reporting rule that would require third-party payment apps, for example, Zelle, PayPal, Cash App, or Venmo, to report earned income over $600.

Thursday, March 7, 2024

The 2024 tax season is upon us, and it's time to get prepared for filing your taxes. Whether you're a seasoned taxpayer or a first-timer, understanding the key dates and procedures will help you navigate the process smoothly.

Thursday, February 22, 2024

Different deadline, inflation adjustments, tax credits, brackets and more April 18 tax deadline –The due date is April 18, instead of April 15, because of the Emancipation Day holiday in the District of Columbia.

Tuesday, February 13, 2024

When filing your income taxes, each taxpayer is different. Some prefer reducing the taxes they owe and getting the most significant possible refund, while others work to keep the taxes they pay as low as legally required.

Thursday, February 8, 2024

A chatbot with uncanny human-like writing abilities has become the poster child for artificial intelligence (AI) since it was released in late 2022, inspiring new levels of attention, excitement, and concern about recent advances.

Thursday, February 1, 2024

Do you know why we celebrate for the entire month of February?  Every February, we celebrate Black History Month by reflecting and honoring the contributions and achievements that African Americans have made throughout history.

Thursday, January 25, 2024

When it comes to financial bad habits, the most common are also well known — don’t spend too much, don’t take on unsustainable debt, and avoid living paycheck to paycheck.

Thursday, January 18, 2024

Money isn’t always the easiest topic to discuss, especially since everyone has different perspectives on budgeting, saving, and investing. But when merging your finances with your partner’s, it’s important.

Thursday, January 4, 2024

It is important to understand basic financial concepts in today's economic climate—from compound interest to the difference between a tax credit and a tax deduction. Unfortunately, 65% of Americans are financially illiterate.

Monday, December 11, 2023

You started a business, took the initial steps to build a foundation, and are now working to grow and expand your customer base. What are the next steps to take? Here are five suggestions to help your business prepare.