Blog

Celebrate Women's History Month with us as we spotlight three trailblazing women in the finance industry. These pioneers led through strategic planning and bold leadership.

Read insights discussed from "Die With Zero" by Bill Perkins during the Winter 2025 Women's Financial "Book" Club in Bloomington, Indiana. Discussion questions available for download.

As we navigate the uncertainties of the 2025 stock market, let us recall 2020. Learn how to replace emotions and cognitive blind spots with an investment philosophy for long-term success.

Learn how to spot the red flags and protect yourself from the emotional and financial traps of romance scams. Discover the steps to safeguard your heart and wallet.

A Buy/Sell Agreement is essential for ensuring a smooth ownership transition and protecting your business from uncertainty. Don't wait for a crisis—act now to secure your business.

A review of 4th quarter global market returns.

Discover how the Social Security Fairness Act repeals WEP and GPO, boosting benefits for public servants. Learn about your potential back pay today!

1099 forms report different types of income you may have received throughout the year. Understanding which forms to expect and what they mean is crucial for accurate tax reporting.

Are you sitting on a pile of cash, not earning interest (or very little) at the bank? The beginning of the year is a great time to set your intentions and establish good habits to ensure you save for your financial goals.

As the year winds down begin considering your year-end resolutions. The goal-setting process allows you to reflect thoughtfully on the past year and set meaningful, achievable goals for the year ahead.