A Guide to Financial Wellness: How to Build a Financial Future You Love

The beginning of every new year is filled with a renewed focus on health and wellness: eating better, exercising more, prioritizing mental health, and practicing self-care. All these small changes are important to your well-being, and with commitment, they can help you build a strong foundation for a healthy lifestyle.

The new year is also a great time to focus on financial health and improve your financial wellness. The benefits of financial wellness go far beyond financial stability alone. Financial wellness is a holistic approach to your financial health and brings with it lasting emotional and mental well-being that comes with effective money management.

Building Wealth Beyond Your 9-to-5: How to Create Multiple Income Streams

The traditional concept of working a 9-5 job for approximately forty years until retirement is slowly losing its status as the standard way of living. Many workers are seeking time freedom, early retirement, flexible and remote working conditions, and ultimately, they want their money to work for them (not the other way around). If you want to step outside (or even just supplement) the traditional employment framework, discover our tips for obtaining a side hustle and creating multiple income streams.

Enjoy This Holiday Season: 5 Ways to Manage Your Finances and Minimize Stress

Even with the current economy of rising prices, high inflation, and feeling like our dollar isn’t going as far as it used to, Americans are still planning to spend lavishly on holiday shopping, with figures surpassing pre-pandemic levels. And even though they may be more discerning in their gift buying with higher prices and less purchasing power, almost 40% of consumers plan on spending more than they did last year.

Whether you plan on spending as much or more than you have in previous years or stick to a tight budget, minimizing your stress and maximizing your finances can be at the top of your priority list.

Embracing Generosity: Top 4 Reasons to Include Giving in Your Financial Strategy

As a nation, we are very generous with one of our most precious resources: money. In 2020 alone, Americans gave $471 billion to charities. And with over 1.54 million charitable organizations (in our country alone) to choose from, it’s not hard to find a worthy cause.
Many small businesses also encourage their employees to give their time and talents by volunteering locally. Small businesses often give more than their big business counterparts— 75% of small business owners give approximately 6% of their profits to charities every year.

Top 5 Financial Mistakes That Will Prevent You From Building Personal Wealth

The first step in building personal wealth is to understand our beliefs and values surrounding money. We can know all the best tips and tricks to implement, but if we don’t first believe we can build wealth, we won’t succeed. This positive mindset allows us to take on the challenge of wealth-building and surpass our wildest financial dreams.

We also need to understand that money is a tool. Money should never be a goal in and of itself, but rather a means to accomplish our ultimate dreams.

With all this being said, you’ll want to look out for these common stumbling blocks that can get in the way of personal wealth building. We want to dive into five financial mistakes that we often see so you can be on your way to building the life you always dreamed.

Tired of New Year’s Resolutions That Always Fail? Make Habits that Last!

What do you want to be different in the new year? Or, as it should be asked, “What habits do you want to change?”

Do you see what I did there? I think without me even explaining the reason I altered the question, your intuition probably knows why.

Approximately 80% of New Year’s resolutions fail… by February!

Do you ever wonder why New Year’s resolutions fail? Why is it so hard to make a change you know is good? Part of understanding why resolutions fail is learning a little bit about habits.

The Ultimate Guide for Creating and Accomplishing Your 2023 Money Goals

It’s been a tough couple of years. Maybe you’re still facing long-term financial consequences from the pandemic. Maybe you relocated and are still figuring out your new city. Maybe your finances have you up at night because your investment portfolio is looking scarce these days.

Whatever you experienced this year or are currently facing, I hope you’re able to spend some time this season reflecting on the good. It can be hard to find the good - both personally and on a national level. But I promise you - there’s still some good out there.

Spread Some Holiday Cheer! Creative Ways To Give Back This Holiday Season

Thankfully, the holiday season - with all of its magic - provides a great opportunity to remember what matters most in life. Whether you want to show your team how much you appreciate them, make your family feel extra special, or serve your community, there are plenty of ways to creatively give back this holiday season.

Start Tax Planning Now! How To Navigate Tax Strategies And Avoid Mistakes

The actions we take today can significantly benefit our future selves, whether it’s cleaning up our diet, investing in healthy friendships, or getting our tax paperwork in order.

Come early 2023, I want you to feel prepared — and relieved — that you had the foresight and knowledge to get you and your business ready for tax season. Planning early may seem somewhat insignificant in midst of all the work you’re busy with. But in reality, taxes are a huge part of your business's overall financial health and affect a lot of high-level business decisions.

3 Tips to Tackle Big Expenses For Your Small Business on Labor Day 2022

With the end of summer comes lots of fun and anticipation. Back to school, football, the end of the 3rd quarter, and a time to plan how the end of the year will look for your small business. And with the state of inflation, why not take advantage of Labor Day sales 2022 to tackle some big expenses for your small business?

Today I’m discussing why Labor Day sales 2022 can be a great tool for your business. Keep reading to find out how!

Why Employee Financial Wellness Is the Next Big Trend

How many times over the past couple of years have you heard someone mention struggling with money-related stress?

My guess is, probably too many times to count. And for every person who did mention it, there are probably several others who were too embarrassed to bring it up.

As a business owner, maybe you’ve struggled with finances over the past couple of years. The global pandemic wreaked havoc on all kinds of businesses, big and small.

5 Easy Steps for Business Owners to Conduct A Mid-Year Financial Checkup

You probably started the year off with the best intentions for your business. As a responsible business owner, you set your goals when the new year rolled around. Maybe you wanted to hit $25k in revenue per month. Or perhaps you set your sights on expanding the services you offer.

A mid-year financial checkup is the best way to evaluate whether or not you are on target to hit your goals. And if you’re not, then it’s a good time to course correct.

Profit vs Revenue: Why Profitability Is More Important Than Revenue

Let’s be honest, when it comes to building a profitable business, the learning curve is steep.

Navigating the new terrain will be easier if you focus on the right goals from the beginning. And one of the most important goals is to focus on is how profitable your business is.

Focusing on profitability will help to prevent your dreams from becoming a cash flow eating nightmare.

6 Ways to Give Thanks With Extra Money in Your Budget This Year

If you’re one of the lucky ones who continued to grow throughout the pandemic, you may find that your business has extra money in the budget as you’re doing your year-end financial reckoning. This can be a good opportunity to pay yourself more, increase the stability of the business, or invest back into the business.

It can also be a great opportunity to give back to your community and say thanks. If you’re feeling so inclined, here are six ideas for how to give thanks with extra money in your budget this year.

The Ultimate Year-End Financial Checklist for Busy Small Business Owners

Remember the old adage; businesses who fail to plan, plan to fail. By completing the steps in this year-end financial checklist, you can rest easy knowing that you’re creating a plan for success. You can’t improve what you haven’t measured, and this checklist will help you measure all the right things for year-end planning and improved forecasting.

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