News & Insights

The AICPA recognized Strategic Financial Planning's Josh Morris as a Personal Financial Planning Standing Ovation Award recipient at the 2020 ENGAGE Conference!

If you are a business owner, you are likely well-acquainted with the highs and lows of the responsibilities that come with the role. Being a business owner gives you the freedom to pursue your passions, be your own boss, and impact your community. But like any venture, acting as CEO of your own enterprise comes with its fair share of risks. In a world with no guarantees, it’s important to take the necessary steps to increase your chances of success. Here are some common financial mistakes business owners make and solutions to avoid them.

Giving your home a face lift can be exciting, but these top 5 renovations can have an impact your home insurance costs.

Do you have a 401(k)? Maybe a better question is: Do you know how your 401(k) works? If you’re like 63% of Americans, this common retirement plan completely confuses you. But don’t go sticking your head in the sand! Your retirement and how you save for it are too important to ignore, no matter how complicated it seems. A 401(k) or 403(b) is a valuable and important tool to help you build your retirement nest egg so it’s there when you need it, but there are many variables that can impact your account. And in this case, what you do to align your investments with your financial plan can make a significant difference at the end of the day. Here are 5 ways to do just that.

You have bills to pay and a retirement to save for. Even if the thought of saving for your child’s education has crossed your mind, how can you make it happen amidst the never-ending financial pressures in life? It’s tempting to put saving for college on the back burner, but as anyone with kids knows, the days are long but the years are short. Regardless of whether your child is a toddler or a teenager, you’ll be planning college visits and filling out applications before you know it.

If you’re like most of us, you’ve suddenly found yourself spending much of your time at home. With the absence of commuting, socializing, or other outside-the-home activities, you may be wondering how you can make the best use of your time and develop daily routines that work well for you, while at the same time trying not to feel that you’ve found yourself trapped in that Bill Murray classic, Groundhog Day. Maybe try to pick just one or two of the below suggestions over the next week or two to help shake things up a bit.