Banknotes Blog
How We Became Lake Ridge Bank
We knew right from the start that one of the most important decisions we would need to make was what to name our new bank.
Many investors spend time researching the “best” funds available, but fail to "mix" them in such a way that optimizes their portfolio.
Building wealth and financial freedom is simple. It doesn't require a large up-front investment, and is achievable with these 10 common sense principles.
Now, more than ever, it's important to get our future plans in order. Use this extra time and our checklist to "spring clean" your financial future!
Through the lens of the coronavirus pandemic, let’s review the economic and market performance of 2020’s first quarter.
The simplest way to make a seamless retirement transition is to replicate how you get paid while you were working.
Financial decisions nearly always involve trade-offs. In securing future security, there is no substitute for a well-crafted plan.
This generation of retirees faces unique challenges . Learn how the current environment affects the way you save for retirement.
If you have a tight budget, you may have to consider saving for your child's education OR for your retirement. Learn how you can make compromises.
Strong relationships are essential to retaining profitable clients. It’s important to determine whether a relationship is truly solid - or in decline.
For most people, retirement planning is synonymous with financial planning. Lately, it seems healthcare planning has become the new retirement planning.
Retirement: How will you manage the transition? Will you travel? Relocate? Work? Will changes in your income sources affect your standard of living?
If you're self-employed or own a small business, a retirement plan can help you and your employees save for the future.
Establishing the ideal retirement plan for a small business can be daunting, especially since this is not an area of expertise for most business owners.
Planning for your retirement takes a lot of focus on accounting for all of your expenses. Here are some that are often forgotten about/unexpected.
You may be able to take advantage of qualified charitable distributions from your IRA.
Cost of living increase will kick in during the 2019 tax year, meaning individuals can save more money in tax-advantaged plans prior to their retirement.
There is no formula a business owner can use to address the emotional side of succession. But there are strategies to ensure a legacy isn’t left to chance.
When investing, particularly for long-term goals, there are two concepts you will likely hear about over and over again—diversification and asset allocation.
For many smaller businesses, the owner's largest investment is the business itself. The retirement plan is to live off the sale of his or her life’s work.