“I Wish I Had…”: Avoiding Common Regrets as You Prepare for Your Third Act
No one envisions their golden years filled with regrets. But for many, retirement is a stark reminder of the missed opportunities and oversights that now stand in the way of financial freedom.
A Will Isn’t Enough: Preparing for the Hidden “What Ifs” that Can Compromise Your Golden Years
One of the greatest comforts in life lies in the illusion of certainty—particularly when navigating the uncharted waters of retirement.
Financial Planning Tips for Aspiring Women Business Owners
The entrepreneurial landscape is ripe with opportunity, especially for the many women with innovative and potentially game-changing business ideas.
Spotting the Financial Warning Signs of Cognitive Decline
Watching our parents age is never easy. But it can be even more challenging if they begin to show signs of cognitive decline.
Market Update: Is Improving Optimism Well-Founded?
Over the past three months, the economy has held up better than many expected. Rising rates have helped bring inflation down and slow economic activity enough, without heavy job losses or increased stress on the banking system.
One Fall Does It All: Aging in Place with Grace and Dignity
Life is a journey filled with endless opportunity, unexpected detours, and of course, the occasional setback.
Help Desk Scams Targeting Older Adults
Social engineering attacks use deception and manipulation to trick people into revealing sensitive information or performing actions that compromise their computer security.
From Our Front Desk to Your Living Room: Technology Solutions for Aging Loved Ones
Among the many aging adults who we meet while serving our clients, I can always count on hearing heartwarming stories of video calls with grandchildren or distant relatives.
How to Make Credit Card Rewards Part of Your Cash Flow and Financial Planning
Credit cards are a popular cash flow management tool among U.S. households.
The Beauty of a Cash Balance Plan
Insights for med spa owners looking to accelerate their retirement savings and take advantage of tax deduction opportunities
Building a Financially Successful and Personally Fulfilling Business
Starting and growing a business can be both exhilarating and overwhelming as you put your ideas in motion and work to build a viable enterprise.
An ER is a Terrible Place to Talk About Money for the First Time
Communicating your end-of-life wishes to your adult children is never easy. For many parents, it’s easier to wait until the time is “right” than to ruin a precious family moment...
Balancing Personal and Business Finances as a Med Spa Owner
One of the biggest challenges for any business owner is aligning your personal finances with your professional goals.
Economic Outlook: Update
If you’re an optimist, earnings season was broadly encouraging for investors. Companies did better than their lowered expectations and held to the view that trends remain better than feared.
Quick Comment on the Looming Debt Ceiling Crisis
The US government hit the ceiling on its ability to borrow money in January, and since that time it has used special accounting maneuvers to pay its obligations.
Navigating Economic Volatility: 7 Strategies to Bolster Your Med Spa Valuation
With all the ups and downs of the economy, many med spa owners – especially those considering an exit from the operation – wonder how their business valuation will fare against inflation and recession.
Mother’s Day Tea
May 12, 2023: A panel of experts discuss how adult daughters can support mothers during transitions as they age. Watch the event video.
Technology Solutions for Aging Loved Ones
Consumer markets have seen a flood of new devices and services which can help improve our quality of life as we age.
Inside The 3Rs Analysis of Business Success
Myths and legends might be among the reasons that business owners try to operate as if their business and personal finances are separate.
Side Hustle Happy Hour
May 10, 2023: A networking event and advice panel with CornerCap experts for small business owners and entrepreneurs thinking about starting a business or side hustle. Watch the event video.
5 Reinvesting Mistakes Med Spa Owners Make
Congratulations – you’ve done it! Your med spa has passed the tipping point of start up and become a profitable operation.
Sustainable Med Spa Business Success: A Primer
As med spa enthusiasts and financial professionals, we believe that medical aesthetics industry entrepreneurs who’ve enriched our own health and wellness deserve to thrive in return.
Want to Start a Side Business? Begin by Dropping the Ball
Do you dream of starting your own business or side hustle, but feel like you never have enough time? If you’re nodding your head yes, I can assure you you’re not the first woman to feel that way.
Business Owners: Have You Planned for Your Succession?
Most entrepreneurs envision working forever. The thought of giving up control and putting yourself second in the queue is challenging. But passing the baton to future leaders is a critical part of business success.