Month: February 2022

Every small business owner understands that small goals can add up to big results, so with the new year underway, it’s time to look at your goals and ensure they are aligned with your business plan for 2022.   Do A SWOT Review A new year is a perfect time for a SWOT analysis—a review […]Continue reading

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An emergency fund is simply money you’ve set aside for life’s unexpected events. No one wants to be caught off guard and ill-prepared so let’s beef up your emergency fund:   Is my emergency fund big enough? A good rule of thumb is this: The more stable your income and household are, the less you […]Continue reading

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A combination of rising wages and inflation is threatening to push some taxpayers into higher tax brackets this year, which means you could owe more to Uncle Sam come 2023’s filing season.   With inflation at its highest level in nearly 40 years—prices for consumer goods rose 6.8% in November 2021 compared to the same period a […]Continue reading

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Annuities can be mysterious. You might even feel like they come with a hidden agenda. However, with proper planning annuities can be an appropriate solution for your portfolio and financial planning.  They can offer financial advantages such as guaranteed income or living benefits. Consider these eight reasons annuities annuity strategies relative to your situation and […]Continue reading

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