The journey to prosperity involves more than just a high income. It requires strategic planning, wise investment decisions, and a keen understanding of your financial landscape. On Financial Professional Day, explore how working with a financial professional could be a game-changer on your path toward a higher net worth. Tailored Financial Planning One-size-fits-all approaches rarely [...]

How financial professionals can help seasoned business executives For seasoned business executives, the allure of company stock can be undeniable. After years of dedication and hard work, owning a significant portion of one's company can seem like a well-deserved reward. However, over-concentration in company stock poses significant risks that can jeopardize an executive's financial security [...]

In this day and age of high cost of living, elevated inflation, steady rise in taxes, particularly property, and market volatility, the idea of cutting back on frivolous spending has gained significant traction. Consumers are working to cut back and save money often through trendy, fun challenges like the no-spend challenge.   Participating in a [...]

Student financial aid, like most anything financially related, involves strategy and a bit of finesse to make your money and time work for you. Some might believe that receiving the offer you were hoping for from the Free Application for Federal Student Aid (FAFSA) is a matter of luck. However, there is more to it [...]

Mindfulness and adaptability can position you for long-term confidence As the world evolves, so too do the challenges faced by the younger generations entering the workforce. Over the last year, nearly four in 10 Gen Z individuals have found themselves grappling with financial setbacks, according to recent surveys. This has led to a paradigm shift [...]

Gen Xers: “Can I Afford to Retire on My Terms?” Financial education, planning, lifestyle adjustments and advice are crucial As Generation X, often referred to as the "forgotten generation," inches closer to retirement, a unique set of challenges and concerns emerges. Born between 1965 and 1980, Gen Xers find themselves facing a pivotal moment, with [...]

Key Financial Wellness Metrics for Near-Retirement Individuals As one approaches retirement, monitoring your financial situation by understanding your net worth and assessing the assets and resources needed to maintain a comfortable lifestyle throughout retirement is vital. This article explores eight key financial wellness metrics individuals must monitor as they approach retirement. 1. Income Replacement Ratio [...]

Breaking the Paycheck-to-Paycheck Cycle: Strategies for High Earners   The highly sought-after six-figure salary isn’t what it used to be. Time Magazine reported a startling statistic from a survey conducted by the financial insight and advising companies PYMETS and Lending Club which found that 51% of people earning more than $100,000 reported living paycheck to [...]

Four Financial Lessons To Learn From Dr. Martin Luther King, Jr.  Although Dr. Martin Luther King Jr. is known for his role in the American Civil Rights Movement and advocacy for nonviolent protests, a deeper examination of his life offers several valuable financial lessons. From fiscal responsibility to estate planning to the value of education, [...]