2021 Is Halfway Over: How to Conduct a Mid-Year Financial Checkup
Summer is finally in full swing, meaning we’re already about halfway through 2021. After a year like no other, we’re all excited to enjoy the warm weather with friends and …
Most CARES Act Benefits Are Ending on Dec. 31st. Are You Prepared?
The CARES Act was passed on March 27, 2020 amidst the onset of COVID-19 in America. The package included over $2 trillion in economic relief for businesses, workers, families and …
Retirement Plan Options for the Self-Employed
Whether you’re a freelancer or an entrepreneur, being your own boss has many perks. You can set your own schedule, prioritize the projects that mean the most to you, and …
Socially Responsible Investing (SRI) Is Trending in 2020. If You Haven’t Considered It, Here’s What Might Change Your Mind
2020 has been a year of stress and uncertainty – but it’s also been a year that’s brought to light issues of social justice, climate change and social responsibility. As …
What Is a Robo-Advisor? 6 Of Your Top Questions Answered
If you’ve considered buckling down and getting serious about your portfolio, it’s likely you’ve come across the term “robo-advisor” before. What is a robo-advisor exactly, and how do you know …