Tag: COVID19

Article
January 15, 2025
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Planning a Semi-Retired Life

The possibility of a delayed or semi-retirement is more relevant than ever. With many working remotely from home, semi-retirement provides an opportunity to leverage these new possibilities to leave corporate life sooner and develop work/life balance at a younger age.

Article
January 10, 2025
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Prioritizing Long-Term Goals Over Short-Term Resolutions

While making resolutions may help you achieve easy short-term goals, they likely won’t help you weather complexities like inflation or economic uncertainty as you plan for your next chapter.

Article
January 31, 2023
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It’s Identity Theft Prevention Week. Are You Protected?

Scammers invent new, more sophisticated ways to steal identities every day. With tax time just around the corner, it may be helpful to learn some of the ways criminals may try to steal your identity.

Article
January 27, 2022
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What the Headlines Don’t Tell You

Knowing how and when to tune out the noise of alarming stock market headlines can relieve anxiety and help you stay on the path to a better investment experience.

Article
January 13, 2022
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At a Career Crossroads? 5 Financial Moves to Make Before you Quit

Will the “Great Resignation” continue in 2022? It appears so. If you leave your current job before you accept a new one, make sure you’re financially prepared for a search that may last longer than expected.

Article
January 5, 2022
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Filing Your Taxes in 2022: Updates from the IRS

There’s no time like the present to prepare for tax season! We have some reminders from the Internal Revenue Service to help make tax filing easier, along with some special items to consider.

Article
December 30, 2021
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Future-Proof Your Business in 2022 with Scenario Planning

With 2022 upon us and the number of COVID variants continuing to grow, how can small businesses mitigate the potential for more negative effects in the coming year? Scenario planning, a way of visualizing different futures for your business, may hold some answers.

Article
December 30, 2021
Nomad Lifestyle

Six Things to Consider Before Adopting a Nomadic Lifestyle

Although a nomadic lifestyle may sound like an opportunity to drift along on your own time to whatever destination sounds good in the moment, a successful nomadic lifestyle should include some advance planning.

Article
December 16, 2021
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To Improve Talent Acquisition and Retention, Think Holistically

If you own a business, you may be in the midst of your annual planning process – determining your 2022 priorities and budgeting the resources to help you achieve them. But keeping and attracting the best talent to execute next year’s strategy is a looming problem.

Article
November 17, 2021
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Design Your Next Chapter with These Three Steps

These days, it seems our entire workforce is reckoning with a desire to experience life on their terms. Whether you are 45 or 65, you may be thinking about your life differently now, and considering some new options for how to spend your time in the future.

Article
October 27, 2021
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How to Have the “Money Talk” With Your Parents

Money is an emotional topic – that’s why many families aren’t comfortable sharing information with each other about their finances. However, it’s never too early to start talking to your parents about their money situation. That’s because failing to understand their finances could have unpleasant – maybe even dire — consequences down the road.

Article
October 13, 2021
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The Shelves Might be Empty for Christmas

Demand for imported consumer goods continues to surge, while at the same time, there are significantly fewer workers required to maintain and operate these supply chains. Unfortunately, there’s no quick fix. The supply chain is currently on the operating table.