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6 Tips for Procuring Government Contracts if you are a Small Veteran Owned Business
The United States government is the world's largest purchaser of goods and services ensuring small businesses are awarded 23% of federal contracting dollars annually. Here are six tips for procuring government contacts if you are a...
Read MoreAfter the Military: Tips for Your Financial Transition to Civilian Life
A drawdown is looming. You're separating at the end of active service. You've decided to retire after a long career. No matter why you're leaving the military, a big part of preparing for your civilian life is taking steps to...
Read MoreWhat Parents Should Know About Investing with Kids
As every new parent knows, raising kids can be expensive. Experts estimate that the average cost of raising a child from birth to age 18 is nearly a quarter of a million dollars.1 With this kind of financial commitment, many parents...
Read More10 Tips for Building Wealth Throughout Your Military Career
Becoming a member of the military is not only a short-term experience where you can learn life skills and defend your nation during times of conflict, but you can also have a wonderful career, build a life, and grow your wealth with...
Read MoreMilitary Benefits
What is it? As a current member or veteran of the U.S. armed forces, you may be entitled to a number of military benefits. The term benefits, as used here, includes military pay as well as other programs set up to improve the lives of...
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How to Spring Clean Your Finances with a Financial Review
Spring cleaning presents a great opportunity to clear out any items you no longer need—and the same goes for your finances. Checking in with your finances during tax season may be particularly beneficial, as it allows you to complete...
Read MoreSenators Rally Behind Fiduciary Rule Finalization
The Department of Labor (DOL) has officially finalized implementing a rule that could redefine the landscape of retirement planning and investment advice, marking a significant pivot towards enhanced protection for retirement savers....
Read MoreSpring Cleaning Your Investments
Spring is traditionally the time to clean the garage and to get the yard in shape. It’s also a great time to clean up your investment portfolio. Going into the final days of tax season, this is a perfect opportunity to get rid of...
Read MoreIt’s Time to Spring-Clean Your Financial Plan
Spring is a time of renewal and rejuvenation, as the world awakens from its winter slumber and new life begins to bloom. As the saying goes, "April showers bring May flowers", and this sentiment can also apply to your financial life....
Read MoreSpring Has Sprung: Time to Refresh Your Retirement Plan
Spring can be a fantastic time to refresh your retirement plan and savings habits. With 2023 bringing increased limits for 401(k)s, individual retirement accounts (IRAs), Health Savings Accounts (HSAs), and other tax-advantaged...
Read MoreNavigating Credit Wisely as a HENRY: Strategies for Financial Success
As a high earner not rich yet (HENRY), you find yourself in a good place – where strategic decisions may pave the way for lasting wealth.
Read MoreThe Importance of Business Credit and How to Build It
Credit is one of the most important factors of life that impacts all businesses. Having solid credit is necessary for securing a small business loan. Most lenders consider an acceptable business credit score of 75.
Read MoreWhy Your Credit Score Matters in Retirement
Regardless of the stage of life, your credit score is an essential component of your financial health when you're in retirement.
Read MoreManaging Your Money: Top Financial Habits for Women Entrepreneurs
Today, there are an estimated 12.3 million women-owned businesses. To give that some context, approximately 43% of entrepreneurs worldwide are women.
Read MoreHealthcare in Retirement
What health care benefits are available in retirement? Health care in retirement is available from many sources. Government programs (such as Medicaid and Medicare) offer numerous health care benefits.
Read MoreBreaking the Paycheck-to-Paycheck Cycle: Strategies for High Earners
The highly sought-after six-figure salary isn’t what it used to be. Time Magazine reported a startling statistic from a survey conducted by the financial insight and advising companies PYMETS and Lending Club.
Read MoreNothing Says Love on Valentine's Day Like a Spousal IRA
Looking for ways to save "I love you" on Valentine's Day? Then you may want to consider opening a spousal individual retirement account (IRA). This gift says, "Let's grow old together comfortably," and shows your partner that you care.
Read MoreHow Portfolio Diversification Can Be Sweet Like a Box of Chocolates
In the world of investing, risk and reward go hand-in-hand. To help manage risk and reward, investors often utilize a portfolio diversification strategy that mitigates risk while working toward accumulation across asset classes.
Read More5 Financial Wellness Myths Surrounding Near Retirees
When people think of retirement, they often have an image formulated in their minds of what it will be like. The thing about it, the reality might not be what they expected.
Read MoreFinancial Resolutions for Small Business Owners
The new year is fast approaching, and it is a good time for small business owners to make some financial resolutions to help lead them toward a solid financial path.
Read MoreThe Importance of Financial Wellness
Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it's a critical concept for anyone who wants to be knowledgeable and confident about their finances.
Read MoreFinancial Wellness Considerations for Those with Disabilities
Many people associate the term "financial wellness" with things like saving for retirement, paying down high-interest debt, or creating an emergency fund.
Read MoreYour New Year’s (Financial) Resolutions
Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a month-by-month to-do list to help cultivate better financial health.
Read MoreYear-End Charitable Giving
With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind.
Read MoreOutlook 2024: A Turning Point
LPL Research recently unveiled Outlook 2024: A Turning Point, which recaps where markets have been over the last half of 2023 to help position your portfolio through midyear of 2024. In 2024, we believe markets will make a definitive...
Read MoreYear-End Planning Considerations for Business Owners
The end of the year can be a chaotic time for business owners. It is a time to compile data, review the numbers, evaluate strengths and weaknesses, and determine growth opportunities for the future.
Read MoreThe Fundamentals of Disability Insurance
Disability insurance pays benefits when you are unable to earn a living because you are sick or injured. Most disability policies pay you a benefit that replaces a percentage of your earned income when you can't work.
Read MoreMaximizing Military Retirement Benefits
Retiring from the military is a profound accomplishment. For many, this retirement will provide you with positive things, including the time and geographic stability you need to start a new career or simply enjoy leisure activities...
Read MoreAfter the Military: Tips for Your Financial Transition to Civilian Life
A drawdown is looming. You're separating at the end of active service. You've decided to retire after a long career. No matter why you're leaving the military, a big part of preparing for your civilian life is taking steps to...
Read More