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        1. Don't Get Taxed by Surprise: Year-Round Tax Planning Tips
          By Brad Wright, CFP ‘Tis the season…for taxes. Actually, you should be thinking about taxes year-round. Yes, good times indeed, but when it comes to
        2. 401(k) Evolution: Getting Better With Age
          As the 401(k) continues to evolve, it remains a great retirement saving strategy Since their launch in 1981, 401(k) plans have grown to become the
        3. Are Student Loans The Next Mortgage Crisis?
          This watchdog thinks that student loans are the next mortgage crisis. Here’s what you need to know. Student Loans: Watchdog Mike Calhoun, who runs the nonprofit Center for Responsible Lending, sees many similarities between the 2007-2008 mortgage crisis and today’s student loans. The latest student loan debt statistics
        4. How CFOs Can Ensure Secure Financial Transactions in 2026?
          If you are a CFO of a growing organization, it is now more important than ever to learn about modern cyber threats and the measures you can take to prevent them.
        5. Three Ways Small Businesses Should Prepare For A Second COVID Shutdown
          With the COVID Delta variant on the rise and the CDC recommending mask-wearing again, small and medium-sized businesses (SMBs) should be preparing for a possible second wave of coronavirus and possible lockdowns. This week, the Centers for Disease Control (CDC) updated its guidance for fully vaccinated individuals. Cen
        6. Want Stability In 2025? Grow Slower, Serve Deeper, Stay Real
          If you’re not chasing hockey-stick growth, what should you be chasing? Strength. Stability. Impact.
        7. What's Your Plan for Your Parents' Future?
          The title of this article might confuse you -- planning for your parents' future? Isn't that their job, and not yours? Well, you might argue that --
        8. Fixed Income Fund Flows Dominant Over Equities Amid Recession Threat
          Courtesy of ZeroHedge View original post here. Fund flows into taxable bond funds and ETFs continue to trump equity funds and ETFs into the late year, reported Lipper Alpha Insight. Investors are preparing for a further deceleration in the US economy by plowing more than $262.1 billion into taxable bond funds (includin
        9. You Can Contribute More to an HSA in 2021. Here's Why You Should.
          Health savings accounts (HSAs) are one of the most valuable tax-advantaged investments, but they're often overlooked. HSAs aren't open to everyone; you need a qualifying high-deductible health plan to be eligible. But if you qualify, there's some good news: The amount you can invest in your account is going up next yea
        10. Could Downsizing Your Home Be Your Ticket to a Secure Retirement?
          It's natural to worry about money in retirement. Even if you're coming in with a decent nest egg, you never know what expenses your senior years might