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        1. 3 Moves to Make Before Doing a Balance Transfer
          If you owe money on a few different credit cards, you may be considering a balance transfer. A balance transfer lets you move your existing balances onto a new card with a lower interest rate -- ideally, an initial 0% introductory rate.
        2. Remote work is here to stay. Are you ready to embrace the shift?
          Nearly two years into the pandemic, remote flexibility is more than a preference for many workers — it’s a central concern for them as they plan their
        3. What Could Improve Women's Retirement Outlook
          There’s bad news and so-so news about the retirement insecurity of American female workers in the new Aegon Retirement Readiness Survey 2019. But the good news is that if employers, the U. S. government, financial advisers and those workers take a few key steps, today’s cloudy retirement prospects for women could becom
        4. Inflation May Actually Benefit Your Business. Here's How
          Companies are facing increased costs across the board, but inflation isn't all bad--especially for business owners in these three scenarios. Inflation
        5. What New Grads Should Know About Money
          One of the most common things I often hear from people after one of our financial wellness workshops is how much they wish they had learned about personal finance when they were younger.
        6. Is one of your New Year’s resolutions to
          Is one of your New Year’s resolutions to handle your money better in 2022? The secret is a budget… according to a Debt.com survey, 88% of people
        7. 10 Habits of Successful Real Estate Investors
          Joint ventures, wholesaling and property management are just a few of the ways investors can profit from real estate, but it takes a little savvy to become successful in this competitive arena. While certain universities offer coursework and programs that specifically benefit real estate investors, a degree is not nece
        8. Three Replacements for Stretch IRAs
          The elimination of the Stretch IRA is a game changer, especially for parents who were considering bequeathing savings in IRAs to their kids. "For a lot of people, the bulk of their wealth has been established in their IRAs," said Michael Repak, vice president and senior estate planner with Janney Montgomery Scott. "Thi
        9. 4 reasons why millennials need life insurance
          - If you’re a millennial, the chances you’ve already invested in a private life insurance policy are probably pretty low. The share of Americans
        10. Benefits of Opening a Pre-Tax Retirement Plan
          Retirement plans and/or accounts can benefit your clients in many ways, especially if there is a need for them to reduce their tax liability. Clients who have seen their tax liability increase when filing their 2018 tax returns would be ideal people to start a conversation with. These individuals have seen their tax bi