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Sunday, April 21, 2024

Social Security benefits are critical to retirement planning. These monthly benefits provide a financial safety net for millions of Americans.

Tuesday, April 9, 2024

April is Stress Awareness Month, and there's no better time to reflect on and address the stressors that may impact our lives. Financial stress is an interesting challenge for high-net-worth individuals and families.

Monday, March 11, 2024

In the dynamic world of entrepreneurship, small business owners must constantly seek ways to stand out and access opportunities. Obtaining a Women’s Business Enterprise (WBE) certification for a woman-owned business could be a game-changer.

Wednesday, March 6, 2024

Managing living expenses is a crucial skill, especially for single women and single-income earners. High Earners Not Rich Yet (HENRYs) face challenges when balancing the desire for financial growth with the practicalities of day-to-day.

Sunday, February 25, 2024

In an era of unprecedented change and economic volatility, the sleepless nights associated with financial concerns are becoming all too familiar.

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Tuesday, February 20, 2024

[Cedar Rapids, Iowa] — [February 20, 2024] – Lisa Tesar, financial advisor at Tesar Group Investment & Financial Planning in Cedar Rapids, today announced that her achievements have been recognized with inclusion in...

Monday, February 5, 2024

In the world of investing, risk and reward go hand-in-hand. To help manage risk and reward, investors often utilize a portfolio diversification strategy that mitigates risk while working toward accumulation across asset classes.

Monday, January 22, 2024

For small business owners, tax planning is crucial. Without proper planning, you may find a large portion of your hard-earned profits and savings eaten up by taxes that may not have been so high if you knew better options to pursue.

Monday, January 8, 2024

It's a new year and the time of year when you want to make resolutions about your personal life, business life, and finances. It is the perfect time for couples to get together and set their own financial goals for the upcoming year.

Monday, December 18, 2023

Tax planning preparations include small-business owners taking necessary measures to optimize their taxes by taking advantage of deductions and benefits.

Tuesday, December 12, 2023

In 2024, LPL Research believes markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down.

Wednesday, December 6, 2023

Women have been givers since ancient times. They often give with their heart and soul to support projects that improve society.

Monday, November 13, 2023

Kitty O’Neill Collings, an American politician and pioneer in the area of international diplomacy, civil liberties, and social justice, once quipped, “Aging seems to be the only available way to live a long life.”

Wednesday, November 1, 2023

A 401(k) plan is one of the most popular and effective techniques for saving for your retirement. A company will automatically withdraw and contribute money from each paycheck to your 401(k) plan.

Tuesday, October 31, 2023

Managing money may seem stressful at times. Unexpected expenses, changes in employment, and changes in family or lifestyle may all lead to money issues. Making sure you have money saved up for the unexpected is crucial.

Monday, October 16, 2023

Women entrepreneurs face a unique set of hurdles when it comes to starting new businesses, particularly in a post-pandemic world.

Tuesday, September 26, 2023

Be proactive and follow these steps to ensure accuracy and compliance. Tax filing season can be a stressful time for many individuals. Dealing with the IRS and ensuring compliance with tax regulations can seem daunting.

Monday, September 11, 2023

The state of women’s financial health is not a statistic – it’s a call to action. A recent report from Ellevest, a financial management company dedicated to empowering women, has presented a worrying trend.

Friday, August 25, 2023

Despite progress, the pathway to financial access and stability is still rocky. While the future seems brighter than ever for women entrepreneurs, a myriad of financial challenges continue to cast shadows over their journey.

Thursday, August 10, 2023

What would you do if you won the Mega Millions? It’s now up to a record $1.55 billion! We would start a not-for-profit to educate people not to play the lottery. Why? Your odds of winning are 1 in 302.6 million…you are 70...

Monday, August 7, 2023

Tips to guide your parents with confidence. As professionals, managing our own finances can be a challenge. However, one area that we often overlook, yet is vitally important, is understanding and navigating our aging parents' finances.

Wednesday, July 26, 2023

Financial freedom is essential to being financially secure and meeting your goals.

Tuesday, June 13, 2023

Women have special concerns about financial security that financial professionals might need to address. Here's some information and perspectives to consider on the unique financial planning worries women may have.

Tuesday, June 6, 2023

Statistically speaking, women live longer than men, which can affect estate planning and tax implications. Consider whether these concepts and strategies apply to your specific circumstances.

Tuesday, May 23, 2023

When you plan for retirement, an exciting new phase of life, double-check your expectations. They may not match the reality. Here are five misconceptions about retirement.

Tuesday, May 9, 2023

Women can experience more challenges saving for retirement than men, and unfortunately, COVID-19 has added even more challenges. Here are several reasons why retirement is different for women than men.

Monday, April 24, 2023

Deciding when to file for your Social Security payments is likely what you may focus on, but there are some other Social Security benefits you may be missing out on that are worth investigating.

Sunday, April 16, 2023

Many entrepreneurs can be vulnerable to burnout, which can quickly turn a dream business into a nightmare. What can business owners do to reduce stress and avoid losing their zest for entrepreneurship?

Tuesday, March 14, 2023

There are some specific steps that women of all ages and all stages of life may take to manage their financial future. Here are some economic challenges women face and how they overcome them.

Tuesday, February 28, 2023

With 2023 bringing increased limits for 401(k)s, individual retirement accounts (IRAs), Health Savings Accounts (HSAs), and other tax-advantaged accounts, it's worth taking a closer look at your retirement savings.

Monday, January 23, 2023

In preparation for tax season, it is encouraged that you do your own research. You may consider reaching out to your financial advisor l to help you understand better your tax responsibilities and options.

Monday, January 23, 2023

Planning for your company's legacy can not only help you shape your business's future after your departure, but it can also strengthen your company today. Here, we discuss three key factors a solid succession plan should include.

Wednesday, January 11, 2023

The first step to improving your finances is to get organized. These top Amazon finds can help you create a monthly budget, plan your spending, and safely store your important insurance or personal documents for easy access.

Thursday, January 5, 2023

If your resolutions are too broad or don’t have a deadline, they're much easier to abandon. As the saying goes, “A goal without a plan is just a wish.” This year, stick to your resolutions using the SMART goal structure.

Tuesday, December 13, 2022

If the end of the year has you in planning mode, you’re not alone—starting a new year may be a great opportunity for a review and renewal. What steps might you take for next year? Here's a year-end wealth checklist.

Thursday, November 17, 2022

Tips to meet the needs of your loved ones, employer, and yourselfToday, like so many other women, you may be facing a new challenge while you’re still working full time. Your children are growing up just as your parents are...

Tuesday, November 1, 2022

For many of us, a new year is an opportunity for fresh starts and discovering the best versions of ourselves, but some things—like tax contributions and retirement deadlines—don't change much, if at all. And with that shiny...

Monday, October 24, 2022

As a female entrepreneur, you may face different challenges than your male counterparts. For example, women were disproportionately affected by the COVID pandemic. 1 They also tend to earn less than their male peers—largely in...

Friday, October 7, 2022

Small businesses face many problems related to their size, capital, and capability, and for women-owned small businesses, the challenge is sometimes even greater. The good news is there are many professional organizations out there...

Friday, September 23, 2022

For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be invigorating. It’s also a bookmark of sorts, especially for your finances—a perfect time to take stock of your...

Thursday, September 15, 2022

Women own nearly 20% of the businesses that employ people in the United States, and countless more women run their businesses without employees. There are over one million women-owned firms. They employ over 10 million people and...

Friday, August 19, 2022

According to a survey conducted by Allianz Life Insurance of North America, Americans believe a retirement crisis exists and that they are unprepared.1 The study shows that Americans fear outliving their money more than they fear death...

Monday, August 1, 2022

Labor Day is right around the corner. The weather is starting to turn a little cooler, college football returns and the kids are back in school. For me, it’s always been the kids going back to school that really marked the end of...

Thursday, July 7, 2022

At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses or the financial challenges of young adulthood...

Thursday, June 30, 2022

Working towards financial independence can often be a lifelong process. But for many, financial freedom may come far sooner—and include some fun along the way. What are the differences between financial independence and financial...

Thursday, June 23, 2022

Now is a good time to check-in and see how you’re really doingAmid the draining heat of mid-summer, do you remember your New Year’s resolutions regarding your personal financial planning? How are you coming with your to-do...

Tuesday, June 14, 2022

Retirement is not what you retire from, but what you retire toWhen you plan for retirement, an exciting new phase of life, double-check your expectations. They may not match the reality.Baby boomers, currently in their 50s and 60s,...

Thursday, May 19, 2022

As you approach retirement, many important decisions await you. If you have a qualified employer-sponsored retirement plan, whether it is a traditional pension or defined contribution plan, such as a 401(k), you will have to decide how...

Thursday, April 28, 2022

At every stage of life, you may have financial questions that you don’t know the answers to. But not every question has a definite right or wrong answer because the correct answer depends on your unique situation. Here's a look...

Monday, April 25, 2022

Financial wellness studies over the past few years indicate that investors desire financial wellness. The recent pandemic, economic and inflationary conditions, changes in work-life balance, and more responsibility for financial...

Monday, April 11, 2022

Two years into the pandemic, it may feel like you entered a time warp for some. And from shutdown-related expenses to changes to your employment situation or workload, it can be tougher than ever to try to navigate your financial life....

Monday, March 28, 2022

Do you have $300,000 ready for health care costs?When people plan for retirement, most think about the stock market, potential returns, and occasionally what their future retirement expenses might look like. And while it’s pretty...

Monday, March 14, 2022

Financial professionals need to address the special financial concerns of womenWomen’s History Month has its origins as a national celebration in 1981 when Congress passed and authorized a resolution and requested the President...