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Artificial intelligence (AI) tools have become a game changer in various industries, and they are also proving incredibly useful for retirees looking to start consulting or a small business venture.

The common thread that runs through all small businesses, from professional services to manufacturing, is that a motivated workforce is central to the business’s success.

But as members of the LGBTQ+ community, we face a unique set of challenges that make building, and sharing, what we have extra important. Whether it's due to social discrimination, healthcare costs, or lack of family support, building assets can be a game- changer for our community.

Individuals may cite different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the reasons may not be good enough.

Inheriting wealth can be a burden and a blessing.

As evidenced by news of large-scale data breaches, online hacking has become another form of risk that businesses now face every day.

Happy New Year! Assuming you’ve recovered from your New Years celebration by now, it’s time to shake off that fog and start the new year off right!

What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better. In fact, most folks admit their finances have not gotten better over the past year. And at least half of them say the real problem is that their money mistakes have turned into bad financial habits.

As a business owner, ascertaining the value of your business is important for a variety of reasons, including business succession, estate tax estimates, or qualifying for a loan.

Let’s take a look at what happened in ‘23 and what we can look forward to in ‘24.