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Baby Boomers: Don’t Buy Into These 10 Pre-Retirement Investment Myths

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Baby Boomers: Don’t Buy Into These 10 Pre-Retirement Investment Myths

As Baby Boomers approach retirement, they may encounter a lot of so-called “expert” advice telling them how to invest just before or during their golden years. While some of this guidance is sound, other tips are myths that may, in fact, steer investors in the wrong direction.

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10 Self-Help Tips To Help Small Business Owners Keep Their Finances Organized

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10 Self-Help Tips To Help Small Business Owners Keep Their Finances Organized

Owning a small business can come with a steep learning curve, and it’s one that many entrepreneurs face alone. Learning as you go is never easy, and there are many aspects of day-to-day business that need to be mastered. In particular, small business owners may struggle to keep finances in order.

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Launching A 401(k) Program For Your Employees? Follow These 12 Tips To Make It A Success

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Launching A 401(k) Program For Your Employees? Follow These 12 Tips To Make It A Success

Many business owners started as employees on payroll for larger corporations. Because of this, they likely understand the importance of providing benefits like 401(k) programs for their own workers.

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Nearing Retirement? 10 Ways To Make The Most Of Your Investments In Today’s Volatile Market

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Nearing Retirement? 10 Ways To Make The Most Of Your Investments In Today’s Volatile Market

In late 2018, the stock market experienced what some call a “mini-crash.” Investors nearing retirement and hoping to exit the market and workforce on a high note watched as their plans took an unexpected downturn, leaving some dismayed and uncertain about their financial future.

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Getting Client Calls After A Stock Market Shift? Here’s How To Reassure Them

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Getting Client Calls After A Stock Market Shift? Here’s How To Reassure Them

The stock market is known for its ups and downs, but when a major shift happens, many investors go into panic mode. As a financial advisor, you’ve likely received frantic calls from your clients during these times: Are their investments safe? Do they need to make changes to their portfolios? What does this mean for their financial future?

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How Fintech Companies Are Failing To Help Millennials With Financial Security

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How Fintech Companies Are Failing To Help Millennials With Financial Security

Low incomes, high urban rents, hefty student debt and spending habits are just a few reasons millennials struggle with their finances. That’s why this generation is an easy target for fintech companies, which often claim to help people save money and manage their spending.

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15 Steps Entrepreneurs Need To Take To Start 2019 Off On The Right Financial Foot

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15 Steps Entrepreneurs Need To Take To Start 2019 Off On The Right Financial Foot

The holidays are fast becoming a distant memory — short, glorious and now gone. In the post-holiday glow, small business owners need to remember to keep their strategies aligned as the new year gets underway. After all, it’s said that you should start as you mean to go on.

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Simple Strategies To Help Anyone Improve Their Financial Literacy

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Simple Strategies To Help Anyone Improve Their Financial Literacy

No one wants to feel like they’re scrambling for money every month, especially if they’re already working full-time and struggling to maintain a healthy work-life balance. However, that seems to be a common occurrence in today’s world of high spending and even higher debt.

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Thinking About A Personal Loan For Your Business? 12 Important Questions To Ask Yourself First

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Thinking About A Personal Loan For Your Business? 12 Important Questions To Ask Yourself First

You have a great business idea, a detailed business plan and the guts to take the leap — but where are you going to get the money to make it happen?

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The Best Intentions: How Leading Financial Advisors Build Trust With Their Clients

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The Best Intentions: How Leading Financial Advisors Build Trust With Their Clients

Financial advisors are hired to help their clients make sound investment decisions. However, not everything is as simple and honest as it may appear (or the client wishes it was). Earlier this year, a federal appeals court struck down an Obama-era rule that requires account managers to put clients’ interests ahead of their own, according to a Bloomberg article.

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