Blog & Helpful Articles

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Pet Legacy Care

20th May, 2025

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Pet Legacy Care

From: www.aaepa.com

This last week we sent our beloved dog, Bruiser, over the “Rainbow Bridge.” This was not the first time that I have had to euthanize a dog, but as those of you who have shared this heart-wrenching experience know, each one hits differently. Bruiser was our family pet for thirteen (13) years, having shared that title with three other dogs, three cats, countless fish, and more than…

13th May, 2025

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By Mallory Edens

Retirement used to mean downsizing, not dreaming bigger. But now, with time and resources finally on your side, why not trade the treadmill for a wheelbarrow? Homesteading appeals to people itching to get dirt under their nails and peace in their bones. The trick is choosing a home that welcomes this new rhythm without making the future feel like a burden. You want the land to work with you, not against your…

10 Great Part-Time Jobs For Retirees

21st Apr, 2025

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10 Great Part-Time Jobs For Retirees

From: retiredinusa.com

Best Part-Time Jobs For Retirees

A job with a good income and flexible hours after retirement is a choice that numerous retirees make these days for a multitude of reasons. There are numerous motives people stay in the workforce after they “retire.” Most people do it for the money.

Other people remain working after retirement purely because they enjoy it, it keeps them full of life,…

How to Analyze a Balance Sheet

14th Apr, 2025

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How to Analyze a Balance Sheet

From: www.linkedin.com (Systems for Business)

What is a balance sheet?

A balance sheet shows you what a company OWNS and OWES.

It’s like a company’s “Net Worth” statement.

🔢 Balance Sheet Formula:

Assets = Liabilities + Shareholders Equity

📸 Balance Sheet = Snapshot

Balance sheet = snapshot -> at a certain point in time

💰 Assets:
What the company OWNS
Two categories of assets:
→ Current Assets: Assets that are expected to be used in <1…

Your Year-Round Tax Planning Check-Up

11th Apr, 2025

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Your Year-Round Tax Planning Check-Up

From: www.marinerwealthadvisors.com

Keep your tax planning on track

Tax planning isn’t just a springtime activity. Just like going to the doctor for annual check-ups is a crucial part of maintaining your health, so too are annual check-ups for your tax planning. Your needs evolve from year to year, so the following checkpoints can help you ensure your tax planning stays on track.

Want to Trump-proof your portfolio? It’s not too late.

8th Apr, 2025

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Want to Trump-proof your portfolio? It’s not too late.

From: www.marketwatch.com

If your investments are taking a beating from tariff ‘liberation day’ or ‘Mag 7 problems,’ this simple strategy may help

When I wrote in January about how to “Trump-proof your portfolio,” I had my tongue — not for the first time — somewhat in my cheek.

I pointed out that anyone who wanted to sit out the second Trump administration had the option…

Handling Adversity

8th Apr, 2025

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By Rudyard Kipling

If you can keep your head when all about you
Are losing theirs and blaming it on you,
If you can trust yourself when all men doubt you,
But make allowance for their doubting too;
If you can wait and not be tired by waiting,
Or being lied about, don’t deal in lies,…

Can a Lien Be Placed on Homestead Property in Florida?

26th Mar, 2025

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Can a Lien Be Placed on Homestead Property in Florida?

From: www.alperlaw.com

The Florida homestead law is the strongest asset protection tool in the country. It lets homeowners completely shield their primary residence from most types of creditors.

But many people misunderstand how the protection actually works when it comes to liens.

The general rule is that judgment creditors cannot force the sale of your homestead to collect on a debt….

Edward Jones CEO: Crypto Still Isn’t An Asset Class

17th Mar, 2025

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Edward Jones CEO: Crypto Still Isn’t An Asset Class

From: finance.yahoo.com

Investing in crypto should still be handled with great care given its volatility.

“I don’t see crypto as an asset class,” Edward Jones CEO Penny Pennington told me on Yahoo Finance’s Opening Bid podcast.

Pennington added, “There is not a fundamental value that stands behind crypto — however, it is becoming an innovation in our marketplace associated with blockchain innovations. That is a…