Important Financial Strategies

The first step to creating financial wellness is knowledge. Knowledge is power, the power to build robust financial health. Some employers, organizations, and communities offer financial wellness programs. If programs are available, sign up. The more you know, the better. The financial world is complex and confusing. Understanding where the opportunities lay and how to […]

Financial Mistakes Physicians Make & How To Help Avoid Theme

If you are concerned about being able to retire, you are not alone. Millions of Americans worry about whether their retirement savings will be enough to live comfortably. In fact, when Americans think about retirement, the top concern for many is a fear of running out of money — which they fear even more than […]

401k Action Steps To Take Now

If you are concerned about being able to retire, you are not alone. Millions of Americans worry about whether their retirement savings will be enough to live comfortably. In fact, when Americans think about retirement, the top concern for many is a fear of running out of money — which they fear even more than […]

Retirement Questions For Educators – What You Need to Know

If you are concerned about being able to retire, you are not alone. Millions of Americans worry about whether their retirement savings will be enough to live comfortably. In fact, when Americans think about retirement, the top concern for many is a fear of running out of money — which they fear even more than […]

Unlocking The Treasures to Financial Wellness

The first step to creating financial wellness is knowledge. Knowledge is power, the power to build robust financial health. Some employers, organizations, and communities offer financial wellness programs. If programs are available, sign up. The more you know, the better. The financial world is complex and confusing. Understanding where the opportunities lay and how to […]

7 Principles of Long Term Investing

Increasing your wealth over time is about more than making the right stock picks or always buying low and selling high. Too often, we see intelligent investors shoot themselves in the feet by making fundamental errors in their investing strategy. Over the years, we have observed the effects of fear, greed, lack of discipline, groupthink, […]

Choosing a Financial Advisor – What to Know Before You Invest

The financial services field is broad and there are a number of different types of advisors who offer a range of qualifications, experience, and services. Determine what your primary needs are, such as: help establishing a nest egg, planning your retirement, or buying a house, and look for advisors with experience in those areas. While […]

5 Retirement Mistakes Small Business Owners Make

Small-business owners are an essential component of keeping America’s economy churning. In the United States, small businesses with 500 or fewer employees make up 99.7% of companies and are collectively worth more than $10 trillion.1 Too often, however, small-business owners spend so much time and energy building their companies, they neglect their personal financial futures. […]