Our Insight

Launching a Startup? 8 Financial Tips for Entrepreneurs

Launching a Startup? 8 Financial Tips for Entrepreneurs

February 26, 2019

Starting a company is far from easy, but if you are planning to launch a startup you need to see these tips to help you avoid the most common financial mistakes. If these tasks seem too demanding, consulting a financial advisor used to working with entrepreneurs may be helpful. 1. Managing Cash Flow Most startups … Read More

Hiring a Financial Advisor if You Aren’t Rich

Hiring a Financial Advisor if You Aren’t Rich

February 20, 2019

Most low income or middle-class families would really benefit from a financial advisor, but many financial advisors don’t work with middle class clients. So how can a middle-class person find a financial advisor? We have put together these tips to aid you in the search. Where to Look for a Financial Advisor First, you need … Read More

Deferred Compensation: Questions Executives Need to Ask Their Financial Advisors

Deferred Compensation: Questions Executives Need to Ask Their Financial Advisors

February 15, 2019

If you have recently become an executive, you have probably heard that you qualify for a deferred compensation plan. So, what does that mean? A deferred compensation plan means that a portion of an employee’s pay is withheld until a later time, usually retirement. A deferred compensation plan also: Gives executives the option to put … Read More

Retirement: How Much Money Do I Really Need?

Retirement: How Much Money Do I Really Need?

February 10, 2019

Retirement planning is often a misunderstood topic. Many people dream of the day when they can retire but few people are properly planning for retirement. Those that do plan are more than likely underestimating the amount of money they will need for retirement. There are plenty of calculators and theories for determining the amount you … Read More

How to Handle Money and Finances During a Separation

How to Handle Money and Finances During a Separation

January 30, 2019

When marriages encounter problems, separation sometimes occurs. This can be an emotionally trying time for all involved but its s important to get help. A marriage counselor, a lawyer, whatever you need. Dealing with money and finances during a separation can be difficult. It may cause heated arguments and worsen the situation. It’s important to … Read More

Young Entrepreneurs: 5 Tips for Investing

Young Entrepreneurs: 5 Tips for Investing

January 21, 2019

Many young people have hopes and dreams starting their own business, but the one thing that is holding them back is money. Most of them lack the funding. So, we have created a list of the top five tips to help young entrepreneurs invest and save wisely. Define your Goals It is crucial to accurately … Read More

Retirement Planning for Small Business Owners

January 12, 2019

America is full of entrepreneurs and many people can successfully run a small business for many years. However, most small business owners do not have a retirement plan. They rely on selling the business as a means of retirement. A recent survey showed that 75 percent of participants age 18-64 have saved less than $100,000 … Read More

Marital Separation: The Dos and Don’ts

January 5, 2019

Marriage can be difficult sometimes. Some people choose to get a divorce and others try to repair their marriage. Either way, you should consider if a separation is right for you during this time. Separating can be beneficial. It gives each spouse space and time to think and decide what to do. Whatever your reasons … Read More

Financial Planning Guide for Small Business Owners

Financial Planning Guide for Small Business Owners

December 26, 2018

Many Americans struggle to save for retirement. According to a report by CNBC most only have 12% of what they will need saved. For small business owners it can be especially difficult. We are here to help with the top financial planning tips for small business owners. Financial Planning Guide for Small Business Owners [Related: … Read More

Financial Planning Tips for Small Business Owners

Financial Planning Tips for Small Business Owners

December 21, 2018

Ever dreamed of owning your own business? I know I have! Most people are very attracted to the idea of being their own boss. While owning a small business is an appealing idea, it does carry some significant risks. Only 50 percent of small businesses actually survive the first five years. That’s a scary thought. … Read More