Indefinitely Working From Home? Use This Opportunity to Save Money Your savings might not stem from tax breaks, but rather from other financial benefits. You won’t be spending money on commuting, restaurant lunches, after-work happy hours, etc. Now is a great time to update your budget and financial plans accordingly.You [...]
Rethinking Social Wellness for Your Employees Corporate wellness programs have been key tools in improving productivity, employee retention, and creating a more desirable corporate culture. While many companies have put a strong focus on physical wellness plans, many are just touching on the surfaces of other vital components [...]
Investing in Your Vacation Why do most avoid this important investment? Why do so many of us not use our vacation days? Salespeople talk about “leaving money on the table.” Well, employees leave vacation on the table. And the cost to us is significant. In fact, Americans leave [...]
How Small Businesses Can Stay Competitive Launching a small business can be an all-consuming prospect. Even after you start to feel as though you have gotten into a groove you could find yourself facing unforeseen challenges—from a new competitor to supply chain issues. Fortunately, there are a few [...]
Umbrella Policies: Extra Coverage and Peace Additional insurance to protect your assets and future Why doesn’t anyone ever tell you not to buy an umbrella liability policy? It seems like additional overall security for pennies. Sure, you can spend pennies paying for something you don’t need or will [...]
More Money, More Responsibility and Strategic Financial Decisions Strategic financial planning is important for everyone but especially for high-income earners that have their compensation tied directly to the success of the business. Executives and entrepreneurs both rely on accessing their wealth at the end of their employment, requiring [...]
Physicians: Why You Need a Financial Professional Who Understands Your Industry As a physician, you've devoted a lot of time to educating yourself, building a career, and providing top notch care that enriches your patient’s lives, and in the midst of all that, it can be easy to [...]
Maintaining the Investment You Made in Your Home For many Americans, the home is the single biggest purchase made during their lifetime.[1] As a result, it's important to do everything possible to keep it in good condition. Even moderate or short-term neglect can be dangerous, as small problems [...]
Caregiving: A Decision That May Impact Your Retirement Savings Many women have been a caregiver while raising children. Still, now many are caring for a loved one out of necessity as the older family member can no longer care for themselves. The Transamerica Center for Retirement Studies report, [...]
What Newlyweds Should Know About Merging and Managing Finances Many newlyweds can't imagine letting something like money get into the way of their marital happiness. However, around a third of coupled adults report that money problems cause the most fights in their relationship.[1] What can newlyweds do [...]
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