No matter how far away you are from retirement, there are simple ways for you to step up your savings at any point. Especially if you’re in your 20’s or 30’s, you have plenty of time left to implement smart saving strategies to set yourself up for a successful retirement. Kevin Lao, certified financial planner, [...]
The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or are considering updating your estate strategy, here are some important things to remember. Keep in mind, this article is for informational purposes only and is not a replacement [...]
A living trust primer is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. A living trust is created while you are alive and funded with the assets you choose to transfer into it. The trustee (typically, you) has full power to manage these assets. [...]
Looking for a new career or wanting to start a business? Maybe it’s something you’ve been considering for a while, but never knew where to start. Or maybe you’re a little too eager to dive right into your next professional venture. Considering all of the factors involved — family, location, money — there’s undoubtedly a [...]
When you’re buying homeowners insurance, and you’re one of the 63 million U.S. households that owns a dog, you should know that many companies have lists of dog breeds that they will not cover on the liability portion of the policy. Why? Homeowners insurance typically pays the victim whenever a dog bites or causes other [...]
The morbidity data collected by the U.S. Center for Disease Control doesn’t just collect statistics on morbidity due to diseases and suicide. There are other causes of death that seem strange but are surprisingly common. A few years ago, some researchers looked up some of the more unusual CDC codes, listed between 1999 and 2014, [...]
How Sarah Sperry is bettering the health of women just like her With a business degree from Virginia Tech, over 20 years of experience working in corporate finance, and 3 young kids at home, Sarah Sperry has learned firsthand how stress can affect productivity. Sarah’s time in corporate finance shifted when she struggled with some [...]
There’s a lot to unpack in the newly-passed, newly-signed American Rescue Plan bill, beyond the fact that the government is once again sending checks out to American families. The goal is to help relieve the economic suffering caused by the COVID pandemic in a variety of sectors. The relief bill makes unemployment benefits more generous, [...]
Last week, Tony Jones sat down with Regina Rembert, founder and CEO of BuyVet, for a LiveBroadcast interview, where she shared her experience as a veteran and businesswoman. Regina spent 22 years in the military, serving active duty and reserve for the US Army. The majority of her experience was in the Army Reserve, where [...]
You’ve probably heard speculation that the pandemic lockdown measures, which enforce social distancing and reduce income for millions of Americans in service-related and other jobs, will result in a higher suicide rate. The data, of course, is not in yet, but there are some potential clues in the historical suicide data that has been collected [...]
