Insights

1. The best things to do with your money, according to 5 financial planners

   Headline news got you down? Here are the 5 top tips for what to do with your money in 2025.

2. Financial Planning: Helping You See the Big Picture

   Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached.

3. Watch Out for Crypto Scams

   Crypto scammers are professional con artists. Here are some red flags to watch out for.

4. Here’s a Safe, Simple Withdrawal Rate for Retirees in 2025

   Choose an effective strategy to withdraw from your savings in retirement to help you sleep at night and better enjoy your retirement years.

5. What Payment Apps Report to the IRS? A Comprehensive Guide for 2025

   Attention small business owners and side hustlers! If you're using Venmo, Cash App, Etsy, or similar platforms for payments, a new tax form might be headed your way. In 2024, the IRS mandates that platforms send a 1099-K form to anyone earning over $5,000. This form helps ensure you're correctly reporting income not subject to traditional withholding.

6. Simplified Employee Pension Plans (SEPs)

   Simplified Employee Pension Plans help small businesses provide a valuable retirement savings benefit.

7. 5 Ways to Help Your Kids Avoid Student Loan Debt

   As families navigate paying for college, there are strategies you can use to avoid student loan debt and protect your family finances.

8. Do You Have Enough Courage For These 5 Retirement Challenges?

   If we are going to do what we hoped to do when we retired, we need to do it now because we have a shorter runway.