News & Insights

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.

For businesses that received PPP loans when they were first available, the time to apply for forgiveness has either come or is fast approaching. For those businesses that have yet to apply, the clock is ticking to do so. Am I eligible to apply? What has changed? How can I qualify to get the loan forgiven? These are many of the questions we have been asked over the past few weeks, and we have put together some answers to help guide you in making decisions on the PPP loan. Even if you aren’t a business owner, perhaps you know someone who could benefit from this information and can share it with them.

Identity theft can happen to anyone. Read on to learn a few steps to protect you and your loved ones.

People are taking time during the COVID-19 crisis to update their finances and important life documents. Here are four estate plan details you should focus on in light of the current pandemic.