Blog
Keep Your Family Fit This Winter
It can be difficult to put time aside for fitness at this time of year; your household’s or family’s calendar can fill up with get-togethers and to-dos. “These days, it seems like a struggle to keep our family moving...
Read MoreCarving Out Time to Support Small Business Saturday
American Express created Small Business Saturday in 2010 to provide small businesses with a holiday season boost on the heels of Black Friday. The day comes after one of the biggest shopping sales events and serves as a reminder to...
Read MoreSuccession Planning for Women Business Owners
Women entrepreneurs face a unique set of hurdles when it comes to starting new businesses, particularly in a post-pandemic world. In 2021, women started about 40 percent of all new businesses, and this figure has remained fairly steady...
Read MoreSenior Cyber Safety – How to Avoid a Cyber Identity Crisis
You may have thought your digital identity was safe and not a likely target of a cybercriminal until one day, the bank calls wondering if purchases made at a store that you have never been to, 2,000 miles away, were made by you. Every...
Read MoreRetirement Planning Guide for Oil Industry Professionals
The crude oil and natural gas industry has faced significant challenges since the COVID pandemic, including supply disruptions, price volatility, and rapid inflation. However, heavy cash flow for oil and gas companies has led to a...
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6 Scary Money Mistakes and How to Avoid Becoming a Financial Horror Story
Managing money may seem stressful at times. Unexpected expenses, changes in employment, and changes in family or lifestyle may all lead to money issues. Making sure you have money saved up for the unexpected is crucial. Here are some...
Read MoreGenerational Wealth and the Gift of Financial Freedom
Those who receive an inheritance with the passing of a loved one are potentially given the gift of financial freedom if they choose to manage the wealth carefully. Did you know that only about one-third of adults have a prepared will,...
Read MoreUnderstanding IRMAA and Why it Really Matters
IRMAA, which stands for Income-Related Monthly Adjustment Amount, is a term that may not be familiar to everyone. However, for individuals enrolled in Medicare, IRMAA can have a significant impact on their healthcare costs. Here are...
Read MoreA Fall Financial Checklist
For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be invigorating. It’s also a bookmark of sorts, especially for your finances—a perfect time to take stock of your...
Read MoreFed’s Core Inflation Focus vs. Retirees’ Real World
On September 13, 2023, it was announced that August saw inflation record its biggest monthly increase for all of 2023 as energy prices rose significantly....
Read MoreTips for Women Who Are Living in the Sandwich Generation
At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses or the financial challenges of young adulthood...
Read More4 Ways Wise ‘Olderpreneurs’ Can Use Their Age to Their Advantage
Age plays a role in many aspects of life, and business is no different. Unfortunately, many have a perception of youth being something essential when it comes to succeeding in business. However, history has shown that this is hardly...
Read MoreSetting and Targeting Investment Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what...
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