by sauser | Apr 10, 2023 | Blog
Employee financial wellness programs are important for a number of reasons. First and foremost, they help employees manage their finances and reduce financial stress, which can have a significant impact on their overall well-being. Financial stress can lead to a...
by sauser | Mar 3, 2023 | Blog
Estate Planning Actions for the Small Business Owner Two things people avoid talking about are death and money. Combining the two is estate planning—the process of arranging for the management and disposal of a person’s estate while minimizing gift, estate, generation...
by sauser | Mar 3, 2023 | Blog
High Cost of Eggs a Harbinger of a Recession? No, there are more important economic indicators and factors to consider. Eggs are a staple food item in households around the world, providing a rich source of protein and nutrients for a relatively low cost. However, as...
by sauser | Mar 3, 2023 | Blog
When your tax refund arrives from Uncle Sam, it can be tempting to spend it immediately. But there are ways that you can use your refund to your advantage. 1. Build Your Emergency Fund If your emergency fund is low, consider using your tax refund to beef it up. Most...
by sauser | Feb 1, 2023 | Blog
It was one of the worst calls I’ve ever received. I was informed by a social worker that my mom was a victim of a sweetheart scam. The news made me realize that, even though my sister is a compliance officer and I serve on the Elder Abuse and Financial...
