Creative Ways to Motivate Your Employees   The common thread that runs through all small businesses, from professional services to manufacturing, is that a motivated workforce is central to the business’s

Alternative Investments – Going Mainstream Recent years have witnessed the mainstreaming of alternative investments for certain accredited investors. In fact, alternative investments are expected to grow $8 trillion between 2022

How the SECURE Act 2.0 Changed RMDs In the final days of 2022, Congress passed the SECURE Act 2.0, a new set of rules designed to help investors who wanted

Understanding Qualified Charitable Distributions As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can offer an opportunity to

Being a Financial Planner, I love a good strategy. The more clearly defined steps and outcomes, the better. A plan organizes and simplifies. And that’s a big help in life,

Should you Borrow from your 401(k)? The average household with revolving credit card debt had a balance of $21,083 as of March 2024. With the average credit card annual percentage

A Decision Not Made Is Still a Decision Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy,

A Brief History of Estate Taxes Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, Congress instituted a

TIPS for Inflation In February 2018, Jerome Powell was appointed as Chair of the Board of Governors of the Federal Reserve System. He became the 16th chair to take over