by Meenakshi Sharma | Aug 16, 2024 | In The News
In business, financial strategy should never be an afterthought. This article highlights six enduring financial principles that every leader can benefit from: diversify income streams, commit to savings, resist lifestyle inflation, maintain a growth mindset, avoid...
by Meenakshi Sharma | Aug 15, 2024 | In The News
Hiring a financial advisor can be valuable at various net worth levels, especially for complex financial decisions. Many firms cater to clients with different levels of assets, but options like fee-only advisors or robo-advisors may be better for those with simpler...
by Meenakshi Sharma | Aug 15, 2024 | In The News
Millennials and Gen Z share a love for splurging, yet their spending habits reveal generational differences. Gen Z, influenced by Gen X parents and social media, splurges more across income levels, with a focus on dining, fashion, and personal care. Meanwhile,...
by Meenakshi Sharma | Jul 25, 2024 | In The News
High-yield savings accounts offer a safe and accessible way to grow your savings, often providing significantly higher interest rates than traditional savings accounts. While the principal is usually secure—thanks to FDIC insurance—certain scenarios can erode your...
by Meenakshi Sharma | Jul 15, 2024 | In The News
Now is the perfect time to start investing for your child’s future. From educational savings accounts to teaching hands-on investing skills, there are various types of investment accounts that can help set up a solid financial foundation for your child. Here’s a quick...
by Meenakshi Sharma | Jul 9, 2024 | In The News
Strategic tax planning is a powerful tool for entrepreneurs, turning potential liabilities into saving opportunities while optimizing financial health. In today’s fast-paced business environment, proactive tax strategies can prevent significant losses and ensure...
