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2026 financial goals
  • Financial Planning

Kickstart Your 2026 Financial Goals

The start of a new year is a perfect time to take control of your finances and set actionable 2026 financial
  • Master Your Money and Mindset, Media, Podcasts

Closing Out the Year with Clarity

Elizabeth Hiza talsk about how to reflect on your year with a little bit of compassion. We’re closing out the year with
Closing Out the Year with Clarity
  • Business Solutions

When the Business Can’t Run Without You

For many business owners, success looks like this: steady revenue, a growing team, and a full calendar, but can the business run
business run without you
  • Media, Retirement Planning, Videos

Determining Your Retirement Income Distribution Strategy

Don't let retirement surprises catch you off guard.
Retirement Income Distribution Strategy

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business run without you
  • Business Solutions

When the Business Can’t Run Without You

For many business owners, success looks like this: steady revenue, a growing team, and a full calendar, but can the business run
early retirement offer
  • Retirement Planning

Evaluating an Early Retirement Offer

If your employer provides you an early retirement offer, you should evaluate it closely to make sure it fits your needs
personal wealth trapped in business
  • Business Solutions

When Your Personal Wealth is Trapped in the Business

For business owners, when success looks strong and revenue is healthy. But is your personal wealth trapped in the business?
bonuses taxed
  • Financial Planning

How Bonuses Are Taxed: What to Know Before You Spend It

If you recently received a bonus from your employer, Understanding how bonuses are taxed can help you plan more effectively.
  • Protection Planning

Life Insurance as an Asset

The primary objective of life insurance is providing financial support after you’ve passed but using life insurance as an asset is another.

Media

Closing Out the Year with Clarity

Closing Out the Year with Clarity

Elizabeth Hiza talsk about how to reflect on your year with a little bit of compassion. We’re closing out the year with
year-end investment review

How to Handle a Year-End Investment Review

John Foreman, VP of investments at Barnard Financial Group, guides us through how to handle a year-end investment review.
Year-End Tax Planning

The Importance of Year-End Tax Planning

It goes without saying, but we’ll say it anyway, this is one of the most important windows for Year-End Tax Planning.
5 Rules for Retirement Decisions

5 Rules for Retirement Decisions

Elizabeth Hiza is going through these 5 Rules for Retirement Decisions, to help you smartly manage your money
Less Expensive Holiday Season

A Happier, Less Expensive Holiday Season

Let’s learn how we might be able to enjoy this less expensive holiday season and make January a little less painful for

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Americans In The Workplace Study

This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!

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