Budgeting and Personal Finance
What To Do With Your Tax Refund
Receiving a tax refund can feel like a windfall, a sudden infusion of cash that arrives with a sense of possibility. This unexpected financial boost allows you to make strategic decisions that significantly impact your…
What is Zero-Based Budgeting and Can It Work for Your Business?
Running a small business is exciting, but when it comes to managing money, things can get tricky. For many small business owners, keeping a close eye on expenses is a must, especially when every dollar…
Spending In Your Retirement Years: Transitioning From a Saving Mindset
Retirement is a time to enjoy spending your hard-earned savings, embracing new experiences, and living life to the fullest. Watch the following video as Jay Duffy, co-founder of Framewealth Partners, takes us through how to…
Smart Strategies for Business Owners: How to Minimize Social Security Taxes
As a small business owner, planning for retirement requires more than just saving diligently—it also involves preparing for the tax implications on your Social Security benefits. In many states, Social Security income is subject to…
8 Essential Resources for Building Wealth and Financial Security
Building wealth and financial security is the main goal for anyone looking to secure their financial independence. This is often easier said than done, and it can be difficult to find out exactly what to…
Why Loaning Money to Friends is Always a Bad Idea
Fifteen years ago, I learned this lesson the hard way. A relative of mine hit difficult times in their finances and asked me for a $10,000 loan. You might be familiar with loaning money to…
Financial Literacy for Seniors: How Businesses Can Help
As seniors age, it becomes increasingly important to understand financial concepts and make informed decisions about their money. This is where businesses can play a crucial role in promoting financial literacy for seniors. By providing…
8 Surefire Ways To Save $1000 Fast
How many times have you told yourself, “If I just had an extra thousand dollars in my pocket I would . . . .” in your life? There are many things that we would like…
How Does a SPAC as an Alternative Investment Work?
It might sound a lot like SPAM, but a SPAC may be hitting the kitchen portfolio of your table soon. By 2021 SPACs had raised more than $162 billion dollars according to data from SPAC…
Don’t Make the Money Mistakes of These 5 Celebrities
An increase in assets doesn’t come with an increase in financial acumen. Whether your financial windfall came from a successful startup or a big sale, you need to be aware of the many scams, frauds,…
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