End-of-the-Year Money Moves

End-of-the-Year Money Moves

Here are some things you might consider before saying goodbye to 2020. What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you retire? There’s...
Group Life for a Growing Business?

Group Life for a Growing Business?

Companies adding employee benefits may want to consider it. As companies grow and add employees, they also add employee benefits. Retirement and medical plans can be provided, but what about group life insurance? Group life on the menu? Owner-operators know that group...
Managing Money as a Couple

Managing Money as a Couple

What are the keys to prepare to grow wealthy together? When you marry or simply share a household with someone, your financial life changes—and your approach to managing your money may change as well. The good news is that it is usually not so difficult. At some...
Distributions from Mutual Funds

Distributions from Mutual Funds

Watch Your December Statements. This time of year, you might glance at an account statement and see there has been an adjustment. But there may not be any cause for concern. Many mutual funds in December pay shareholders capital gains distributions that they have...