Being named the executor of someone’s estate can be an honor, and comes with important duties and obligations. Unfortunately, you might be balancing this honor with the grief of losing a loved one. The…
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Employee stock options can be a wonderful form of compensation. Unfortunately, far too many employees leave money on the table when managing them. Here are the top five mistakes you should strive to avoid: …
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Since the crisis in 2008, regulators have paid extra attention U.S. financial markets. Sweeping changes like Dodd-Frank and the Department of Labor fiduciary ruling will change the way Americans save for retirement. While these two…
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It’s no secret that small businesses are often short on resources. And my guess is that keeping close tabs on your 401k plan is not at the top of your to-do list. As you likely…
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Now that we’ve turned over the calendar to 2016, I thought it might be helpful to take a look at current 401(k) and 403(b) trends across the country. The marketplace is continuously changing, and 401(k)…
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Stock markets tend to be pretty good at keeping investors up at night. Peaks, troughs, business cycles, corrections, and crashes are par for the course when investing in stocks. And for many investors this is…
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Investing is kind of like buying new shoes. There are a thousands of options out there: running shoes, hiking shoes, dress shoes, and flip flops just to name a few. The right pair for you…
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Borrowing money is a way of life for most entrepreneurs and business owners. I recently read that 80% of businesses rely credit to finance their ongoing operations. Entrepreneurs often don’t have many options when it…
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When someone mentions the word insurance, most of us think of one of three things: Aaron Rodgers doing a discount double check The GEICO Gecko using his British accent The coverage we carry on our…
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For small businesses, two topics are consistently near and dear to our hearts in presidential elections: taxes and health care costs. There’s been heated debate on the issues during this election (and most for that…
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