These versatile savings accounts might be the estate planning vehicle you need to learn about. Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of...

Offering prospective employees the right benefits can help boost your firm’s appeal. To stay competitive, your business needs to maintain a vibrant culture and impressive benefits – and that includes offering a retirement savings plan. According to survey data, 85% of...

The appeal of electric vehicles is more than just low emissions—it’s higher horsepower, too. Years ago, the manufacturing and marketing of green products was mostly about higher purpose, with less emphasis on design, performance, and emotional connection. Perhaps...

The best time to make long-term care decisions is long before you need it. But people often put those decisions off because needing long-term-care is an uncomfortable reality to confront. Even if you feel like it’s not time yet, putting some thought (and even action)...

Learn more about differences between these two investment types. If you’re interested in investing in mutual funds or exchange-traded funds (ETFs) – or you already have some in your portfolio – you may be wondering what exactly the difference is between an active and...

Maintaining a balance between net worth and income will need to be adapted throughout your lifetime – learning strategies to manage the two can help. There are a multitude of acronyms used to describe households and financial status. You may have heard of KIPPERS...

Determine what to do with your office space and how to motivate your employees making the commute. All signs point to hybrid work environments becoming the norm. According to a study by Gallup, about 53% of workers expect a hybrid work arrangement when asked where...

Leverage your team members’ strengths and use top talent strategically. As a business owner, figuring out how and where to put the resources you have to good use is an everyday challenge – and in a fast-moving business, it’s easy to get lost in the day to day. It...

Considerations for navigating the tricky waters of the familial and the financial. Funding from family is still a primary way to get a new venture off the ground. But how do you go about it in an intentional way – without causing any relational rifts? It turns out...

Ageism is a growing problem – and one the pandemic has shone a light on. Here’s how you can combat it in your own life. You may notice it subtly at first. “You look great for your age.” It’s intended to be a compliment, but why tack on “for your age”? “You look great”...