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How will you know you're ready to start investing? Maybe you already are and didn't even know it. Do you check these boxes? If so, it may be time to get started - finding a professional to help you could be a great first step.

Saving your money is just the first step towards building true wealth. Here are some places to start if you're looking to do more with your hard-earned money. http://bit.ly/2YPck9L

Want to Be Wealthy? 5 Steps to Start Building Wealth It can be difficult to make the leap between saving money and investing. Learn about this important step in the wealth building process.

Financial assets pay the bills, non-financial assets are important in evaluating the long term viability of a company. Non-financial assets are a vital part of the company's ability to incur debt by providing collateral with sustainable market value.

For most, the toughest part about investing is uncertainty am I making the right choice? Am I diversified? What does that even mean? This article can give you somewhere to start - ready to take it to the next level? Give us a call! http://bit.ly/2IQ2bFb

25 Money Experts Share the Best Way to Invest $1,000 Investing can be daunting. I know I didn't invest, outside of my retirement accounts at work, because I was worried about taxes. At least that's what I

Planning a trip? Here are 7 ways to keep your money safe while traveling - #4 could save you from a dangerous situation! http://bit.ly/2Jb6rPb

7 Best Ways to Keep Your Money Safe When Traveling Ready to go on vacation? Make sure your trip doesn't turn into a financial disaster by following these tips to keep your money safe while traveling.

Ready to be more financially responsible? The first step is setting a budget!

Having a good financial advisor is important when it comes to managing your wealth and achieving your financial goals. But how do you choose a reliable one?
https://www.nerdwallet.com/blog/investing/how-to-choose-a-financial-advisor/?trk=nw_gn1_4.0

How to Choose a Financial Advisor - NerdWallet Financial advisors help people manage their money and reach their financial goals. They can provide a range of financial planning services, from investment management to budgeting guidance to estate planning. The…

It's easy to assume in our modern era we are living among the richest individuals in history. Turns out we're not. The world's wealthiest individuals lived in earlier times, when pure wealth was harder to measure. http://bit.ly/2rKENCg

Who Is the Richest Person Ever? Bill Gates and Carlos Slim are rich, but they're nothing compared to some of history's richest people, who could tank entire economies with their own spending

Taxes can be one of our biggest yearly expenses. If you’re serious about saving money, learning how to reduce taxable income is essential. http://bit.ly/2ZGe5XN

How to Reduce Taxable Income With Advanced IRA Strategies Taxes are a big expense for most of us but there are plenty of ways to save. We'll show you how to reduce your taxable income legally.

Knowing your personal net worth is one of the most important aspects of personal finance. It’s one of the best indicators we have to know if we are on target to meet our goals. http://bit.ly/37oKWD0

Average Net Worth By Age: How Do You Stack Up? Net worth is a useful tool to gauge your overall financial picture. We have good data in America for average net worth by age. Get out your calculator and see just how you stack up against your peers. What is your net worth?

For college grads hoping to invest, the odds may feel like they're stacked against you. After tuition, about one in four students reported not having extra money to spend. Here's some interesting advice for grads who are looking to build wealth. http://bit.ly/39qm4N9

My Best Investing Advice for Recent College Graduates Here is how to get started on the path to financial independence - my best investing advice for young people just starting out.

Investing is easy, but investing successfully is tough. Statistics show that the majority of retail investors, those who aren't investment professionals, lose money every year. Here's 5 things you need to know about every stock you buy. http://bit.ly/37wSQuv

5 Essentials You Need to Know About Every Stock You Buy Investing is easy, but investing successfully is tough. Knowing these five essentials can help save you time when researching a stock.

While investing in financial markets over the long-term is an excellent path to wealth, it’s not unusual to experience occasional losses as investment values go up and down. http://bit.ly/2MGhRv4

Why People Lose Money in the Market (and How to Bounce Back) Here’s what you need to know about why people lose money in the market—and how to bounce back if you suffer a loss when investing in your portfolio.

Retirees who plan carefully can often pay a lower tax bill in retirement. However, tax mistakes can have a dramatic effect on your finances when you're on a fixed income. http://bit.ly/2EoDc7G

Tax Tips for Retirees One wrong move can increase your retirement tax bill.

Interest rates are often overlooked by investors until they begin to rise. For investors, rising rates can have significant portfolio implications, specifically for income investors who favor bonds. http://bit.ly/35dhn5T

What a Rise in Interest Rates Means for Your Portfolio When interest rates are on the rise, knowing how to manage your portfolio is vital to keeping your investment strategy on the right track.

Should you prioritize saving for an emergency fund above everything else? What if you have credit card debt? Does the credit card debt supersede an emergency fund? With so many questions it can be hard to prioritize your financial goals. http://bit.ly/2tdsTkA

First Things First: How to Prioritize Your Financial Plan We all need a financial plan. But there are so many aspects that it can be hard to know where to start. We'll show you how to prioritize financial planning.

Short-term and long-term goals might seem self-explanatory, but some cases aren’t exactly clear-cut. Here are a few ways to identify your goals, plus budget and save for them accordingly. http://bit.ly/2F4MV3B

Short-Term or Long-Term, Budget and Save for Your Financial Goals - NerdWallet Short-term and long-term goals might seem self-explanatory, but some cases aren’t exactly clear-cut. Here are a few ways to identify your goals, plus budget and save for them accordingly. What are…

Did you know a survey of pet owners revealed that nearly half (44%) have prepared for the future care of their animals should their pets outlive them? http://bit.ly/39pQX4w

3 Financial Planning Tips For Pets Owners Are you a pet lover? Should you buy pet insurance? What will happen to your dogs when you pass away? We share 3 financial tips for pet owners and prospective pet owners. Yes, Estate Planning for pets is a real thing.

Gifting stock to friends and family members can be tricky — there are several ways investors can get tripped up and make a poor decision from a tax standpoint - Here's what to look out for. http://bit.ly/2RXN4gB

Tax considerations when gifting stock - InvestmentNews Investors and their advisers should weigh several factors when contemplating a gift of securities to friends and family.

The new year is a fantastic time to review your financial strength. You can use year-end resources, such as annual bank statements and 12-month credit card summaries, to review spending. Here are some places to start: https://money.usnews.com/money/personal-finance/saving-and-budgeting/slideshows/financial-new-years-resolutions

20 Financial New Year's Resolutions for 2020 Get your money situation on the right track for next year.

Have you been thinking of improving your finances? Learn the basic principles of personal financial responsibility and how to apply it in real life. http://bit.ly/2MHIMGL

Want to Be Financially Responsible? Do These 5 Things The basics of financial responsibility range from budgeting to paying yourself first to mastering the art of the credit card.

Buy-and-hold is a long-term passive investing strategy. Warren Buffett and Jack Bogle have been known to praise this approach as ideal for individuals seeking healthy long-term returns. http://bit.ly/2J6RihM

How a Buy-and-Hold Strategy Works Buy and hold is a passive investment strategy in which an investor buys stocks and holds them for a long period regardless of fluctuations in the market.

So how do you identify leaders who will move your business from good to extraordinary? This self-made billionaire always asks these 3 simple questions when filling a leadership role. http://bit.ly/355oLR3

The 3 Questions Self-Made Billionaire Stripe Founder Patrick Collison Asks About Every Leadership Hire Don’t hire anyone to a leadership position if you can’t answer "yes" to these three questions.

There is still a tremendous amount of work to be done to increase the number of women entrepreneurs entering the field - but based on the data, it's a worthy investment. http://bit.ly/2teWTg5

The rising ROI of investing in woman entrepreneurs Women founders deliver more than 2 times as much per dollar invested than male-owned companies, on an unequal playing field. What happens once we level it?

Creating a strategy ahead of time can help investors avoid a huge federal tax bill in April. https://money.usnews.com/investing/investing-101/articles/how-to-pay-taxes-on-investment-income

How to Pay Taxes on Investment Income Estimate the investment income taxes you could owe to the IRS.

Are you setting up your long-term plan to build your wealth? Considering these long-term investments that can meet your financial goals and increase your financial security.

Taking the leap to become a CEO is challenging but also immensely rewarding. Taking this career change path will require you to make some radical mindset shifts. Here are three key principles you need to internalize: http://bit.ly/36hNZxt

3 Mindset Shifts You Need to Go From Freelancer to CEO The leap from freelancer to CEO is challenging but immensely rewarding.

This end-of-year tax planning move can save investors who are age 70.5 or older from paying taxes on the required minimum distributions from an individual retirement account.

Many entrepreneurs escape the curse of knowledge because they don’t accept the notion that the past limits the promise of the future. http://bit.ly/2KExRgq

Entrepreneurship Often Involves Uncertainty. Here's How to Deal With It Productively. The future may be unknowable, but it isn't unimaginable.

Tax-loss harvesting is a tax reduction strategy implemented in taxable investment accounts. The account owner sells securities at a loss to offset capital gains tax liabilities.