Shoppers spend nearly $20 billion every year on Small Business Saturday.1 If you’re not familiar with this particular holiday, it takes place in the U.S. the day after Black Friday…
Worried About Your Financial Health? It May Be Time For A Checkup
When was the last time you gave yourself a financial checkup? As the saying goes, there’s no time like the present. This is especially true when it comes to reviewing…
A Stronger U.S. Dollar Has Investing Implications
World currency fluctuations mean more than calculating our travel costs. The strong dollar is much in the news lately. But most Americans, other than tourists beyond our shores, don’t…
Appropriate Checklists for Year-End Tax Planning
What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several…
The Financial Planning Process: Why and How
Planning personal finances used to be the worry of the wealthy and their worry—usually preservation of wealth—was attended to by teams of trust officers and lawyers. Many of today’s middle…