I have FOMO (Fear of Missing Out)! Should I be contributing to a 401K, HSA, Roth, or a brokerage account? Should I focus on pre-tax or after-tax?

What are some Money Moves Business Owners should consider before the end of the year? A discussion of getting in control, making informed decisions, and having a less stressful December.

If you are like me, you are trying to balance multiple roles at once; business, career, family, and self. Throw in a few extra obligations and it can feel a bit too much. Let’s look at a few things you can do now to have an organized approach to year end planning.

During October and November a majority of people will be having open enrollment for benefits. We encourage you to take the time to thoroughly review your benefit options. Make sure you pick the best options for your situation and do not leave any benefits on the table. Below are some do’s and don’ts when reviewing your employee benefits.

Understanding your liability insurance is an important part of your financial planning.