Responsible investing is widely understood as the integration of environmental, social and governance factors – hence the ESG acronym – into investment processes and decision-making. ESG factors cover a wide spectrum of issues that traditionally are not part of financial analysis, yet may have financial relevance for investors. ESG factors might include how corporations respond […]
Remarkable Rise Of ESG Investing Read More »
Winter weather usually has everyone hiding indoors— anxiously waiting for the spring to start the home buying and selling process. If you are interested in buying or selling a home, don’t wait! There are plenty of advantages to buying and selling during the winter season. Less competition Many people wait until warmer months to come
Why to Buy and Sell a Home in the Winter Read More »
With the holidays here, now is the time to get into the giving spirit and help to change others\’ lives for the better. Whether you are looking to make a difference in a specific person\’s life or the life of many, there are many ways to give this holiday season. Here are some different ways
A Season of Giving: 5 Different Ways To Give During the Holidays Read More »
Although you don\’t have to wait until January to begin working on your financial goals, a new year may bring a much-needed fresh start on your spending and saving goals. Read on for three financial moves you may want to consider before ringing in the New Year. Open a Health Savings Account (HSA) If you
3 Financial Moves to Consider Before Ringing in the New Year Read More »
For some, 2021 has flown by—and as we approach the last quarter of the year, it\’s a good time to begin planning for the next one. Year-end planning is especially important for retirees and those hoping to retire in 2021 or 2022. There are tax and income strategies you might consider regarding your financial assets.
2021 Year-End Planning for Retirees Read More »
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 spend some of your holiday funds with local shops. Those shops may on your support
Carving Out Time to Support Small Business Saturday Read More »
An entrepreneur may be eager to take advantage of every available business opportunity. However, in order to prepare for retirement, the entrepreneur might be searching for potential options that suit their unique situation. Many small businesses offer retirement benefits through Simplified Employee Pension (SEP) plans and Savings Incentive Match Plans for Employees (SIMPLEs). These vehicles
Solo Opportunities: One-Person 401(k)s Read More »
Many people are familiar with the scammers who promise to pay millions of dollars in exchange for briefly holding funds in your bank account or those who offer to enhance certain body parts risk-free. Today\’s scammers are clever at making their offers seem legitimate. How can you spot scams before they happen? We discuss the
Can You Spot the Scam? Common Financial Fraud Warning Signs Read More »
Today, many individuals are finding it necessary to help elderly parents or relatives manage their personal finances. One area of particular concern is property management. This issue may arise when seniors reach their late seventies or older, and plans that may have proven satisfactory at age 65 may require a second look. If you have
Helping Elders Manage Their Assets Read More »
It is common for people to put off planning their estates. After all, no one wants to anticipate his or her own death. In addition, many people may believe that only the wealthy require estate planning or that all that is involved is tax planning, which can be done “later.” They may well be wrong
Understanding the Estate Planning Process Read More »
