Why Your Business Needs a Succession Plan

Being a business owner has been quite a journey over the past year. We have experienced a whirlwind of events such as the coronavirus pandemic, market fluctuation, and a switch to a mostly virtual world. As a result of everything that has happened with the pandemic,...
End-of-Year Tips for Your Finances

End-of-Year Tips for Your Finances

Can you believe the end of the year is already almost here? With an election this year, a pandemic, and time flying by, it is about that time to get your finances ready for the new year. The worst thing you can do is wait to plan your finances for the new year. In...
Do You Actually Need an Earned Income Tax Credit?

Do You Actually Need an Earned Income Tax Credit?

Filing your taxes is probably the least exciting thing you can do in the new decade. However, if you meet certain qualifications and income limits, you may be eligible for the earned income tax credit – which means you may be qualified for a tax refund. The earned...
3 Things Stay-at-Home Moms Can Do to Be Financially Independent

3 Things Stay-at-Home Moms Can Do to Be Financially Independent

Financial independence is hard enough for single people without children – achieving financial freedom as a stay-at-home mom is exponentially more difficult. Your income options are more limited than someone who can commute to work, and you have to manage employment...
Is a Roth IRA Right for You?

Is a Roth IRA Right for You?

Most people are familiar with traditional IRAs. There’s a good chance you’re already using one to plan for retirement. While there’s a lot to be gained by using the traditional version, another retirement investment option is a Roth IRA. Let’s dive in a little deeper...
3 Investment Mistakes You Must Avoid in Your 20’s

3 Investment Mistakes You Must Avoid in Your 20’s

Your 20’s are an exciting time in your life. You have finished school, you are living on your own and have started your first real job. Along with the excitement comes the responsibility of managing your finances completely on your own. What you do with your money in...