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Health Is the New Wealth: HNW Individuals, LTC Insurance and Healthcare

A perspective shift occurs in the wealth landscape; many now recognize health as the new wealth. Healthcare, long-term care (LTC) insurance, and other wealth-related financial instruments have become essential considerations for HNW individuals. In this article, we discuss understanding health as an invaluable asset, the necessity of LTC insurance, and the healthcare needs and considerations of HNW individuals

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Sharing the Love: A Family Business Succession Plan Checklist

Valentine’s Day represents love, but not just for couples. You can also spread the love through sharing your family business succession plan with the loved ones you hope will take over the reins of the company you spent your life building. Here is a seven-step checklist to help you with your succession planning:

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You started a business: Now what?

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 for potential opportunities or unexpected challenges that might arise:

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Financial Planning for Private Business Owners

A necessity that underpins stability and growth for your business and you. Financial planning is a critical element for the success of any private business owner. It provides a roadmap for working toward both short-term and long-term goals and can help improve the financial health of the business.

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Key Financial Wellness Metrics for Near-Retirement Individuals

As one approaches retirement, monitoring your financial situation by understanding your net worth and assessing the assets and resources needed to maintain a comfortable lifestyle throughout retirement is vital. This article explores eight key financial wellness metrics individuals must monitor as they approach retirement.

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New Year, New Goals Your Countdown to Financial Health

For many people, a new year provides a new start—and nothing says "new start" like a fresh new set of financial goals. But setting these goals is easier said than done. What steps should you take to get the most bang for your buck over the next year? Below we discuss three New Year's resolutions that may help you get your new year off to a great start.

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4 Business Lessons We Can Steal From the Grinch

It’s the most wonderful time of year. The holiday season is upon us, and no matter what festivity you participate in, there is a good chance that you might once again watch the timeless Dr. Seuss classic, The Grinch Who Stole Christmas.

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Charitable Giving: How Small Business Owners Can Make a Big Impact

Charitable giving is an excellent way for businesses to help others while taking advantage of additional tax breaks. Billions of dollars are given each year in the U.S. to a wide range of charities providing valuable community services. While large corporations may be responsible for a large portion of the donated funds, small businesses also make a large impact with their contributions.

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5 Strategies for Managing Financial Stress During the Holidays

The holiday season is a time of joy and headaches, celebration, fatigue, and togetherness mixed with a few knock-down drag-out fights. On top of the emotional rollercoaster ride can come a big wallop of financial stress. From buying gifts to hosting parties and traveling to see loved ones, plus filling up a cabinet with booze, expenses can quickly add up, leaving many overwhelmed.

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Simple Tips for Digital Privacy

With the increasing amount of personal information shared and stored online, it’s crucial to take proactive steps to protect yourself. Here are a few essential tips to help you safeguard your sensitive data and maintain your digital privacy.

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Creating Your Perfect Retirement Recipe

Although achieving your financial goals is more challenging than following a step-by-step recipe, a few common ingredients and preparation methods may help improve your ability to manage financial resources. Here is one recipe for a tasty Financial Dish.

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Investing Options for Veterans and Military Members

Veterans and military members have access to various investment options, some of which are not offered to the general population. Managing investments depends on individual goals, risk tolerance, and financial situation. Here are some investment options for veterans and military members to consider.

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Year-End Planning for Retirees

As we approach the last quarter of each year, it is a good time to plan for the next one. Year-end planning is especially important for existing retirees and those hoping to retire in the next few years. There are tax and income strategies you might consider regarding your financial assets. Here are three steps you may take when planning the end of the tax year and preparing for the next one.

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Year-End Financial Planning for Families

Year-end financial planning can help you assess your family’s financial situation, identify areas for improvement, and set achievable goals for the future. Here’s a closer look at seven essential areas where reviewing may enable you and your loved ones to better navigate the path to financial success.

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