Strategic financial planning is important for everyone but especially for high-income earners that have their compensation tied directly to the success of the business. Executives and entrepreneurs both rely on accessing their wealth at the end of their employment, requiring them to make the best financial decisions for themselves ahead of ‘cash out’ their share. […]

After the financial crisis, and throughout the COVID-19 pandemic, Americans examined how and why they invest. Many investors that had their entire wealth tied to the stock market proved to be more destructive than having alternative investments not correlated to stock market performance. Others had difficulty liquidating investments to meet their financial obligations. Both of […]

Single parents are faced with the pressure of supporting an entire household on their own—which can often make paying for college seem like an insurmountable goal. Fortunately, there are several different ways for single parents to save, invest, and pay for their child’s college education. Learn more about some of the programs available, including some […]

Grandparents can often find themselves in a better financial position to save for their grandchildren’s education than their own children are. The parents of prospective students may still be contending with competing priorities like their own student loans, high-interest credit card debt, or a hefty mortgage. One way to help save for a grandchild’s college […]

If you’re a small business owner, many of the best practices employed by individual investors are also available to you (of course!), but you also have some additional options and factors to weigh while creating your investment plans. We’ve outlined five key differences for your consideration: 1. Diversifying outside your own industry Small business owners […]