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Monday, January 20, 2025
News Release: 1/20/2025 Financial considerations when changing jobs
Are you changing jobs soon? If so, you’ll obviously be interested in your new salary — but you’ll also want to look at other financial considerations. Here are some of the most important ones:401(k) — If you had a 401(k) plan through your previous employer, you’ll need to decide what to do with it once you’ve joined a new employer. You could just cash it out, but you’d pay taxes and possible penalties. You could leave your 401(k) with your previous employer, if allowed, and if you have been happy with
Monday, January 13, 2025News Release: 1/13/2025 Is buying a home always the right move?
It’s widely thought that home ownership is a key to building wealth — but is it? And should you consistently make sacrifices to buy your own home? Let’s start with the first question: Is owning a home essential to building wealth? It would probably be more accurate to say that home ownership can be helpful in building wealth. Building home equity — essentially, the difference between the size of your home’s value and what you still owe — is certainly valuable. Plus, the bigger your equity, the less you
Monday, January 06, 2025News Release: 1/06/2025 Time for New Year’s financial resolutions
Now that the calendar has flipped, it’s time for some New Year’s resolutions. You could decide you’re going to exercise more, lose weight, learn a new skill, reconnect with old friends — the possibilities are almost limitless. This year, why not add a few financial resolutions to your list? Here are a few to consider:Reduce your debts. It may be easier said than done, but if you can cut down on your debt load, you’ll increase your cash flow and have more money available to invest for your future. So,
Monday, December 30, 2024News Release: 12/30/2024 Are your protection plans in place?
Have you ever thought about how much you have to protect? Between your family, your finances, your independence and your legacy, it can be quite a lot — and that’s why it's important to have the right protection plan in place. Let’s look at these areas of need and some possible protection solutions:Protecting your income – An injury or severe illness could prevent you from working for some time. And if that happened, your family’s finances could become strained. To help guard against this possibility,
Monday, December 23, 2024News Release: 12/23/2024 Time to consider a business retirement plan?
If you’re a business owner, you’re always thinking about the days ahead. What can I do to boost sales in the next year? What trends should I be watching? What’s the forecast for my industry? But there’s one element of the future you might be overlooking: your retirement plan. Consider these advantages of establishing a retirement plan for your business:You’ll build resources for your retirement. You might sell your business one day, but can you count on that to fund your retirement? By investing in a
Monday, December 16, 2024News Release: 12/16/2024 What should you know about RMDs?
You may spend many decades contributing to your IRA and 401(k), but eventually you will likely need to take the money out — in fact, you must take the money out or face penalties. What should you know about these mandatory withdrawals? Here are some of the basics:What are they called? Mandatory withdrawals are technically called required minimum distributions, or RMDs.When must I take RMDs? If you were born before 1951, you’ve probably already begun taking RMDs. If you were born between 1951 and 1959,
Monday, December 09, 2024News Release: 12/09/2024 Consider these year-end financial moves
As we enter the holiday season, your life may well become busier. Still, you might want to take the time to consider some financial moves before we turn the calendar to 2025. Here are a few suggestions:Review your investment portfolio. As you look at your portfolio, ask these questions: Has its performance met my expectations this year? Does it still reflect my goals, risk tolerance and time horizon? Do I need to rebalance? You might find that working with a financial professional can help you answer
Monday, December 09, 2024The CTA, BOI and FinCEN: What Does this Mean for Pinellas Park, FL Businesses?
The Corporate Transparency Act may require certain U.S. companies to disclose beneficial ownership information to FinCEN, aiming to curb financial crimes. While a Texas federal district court’s preliminary injunction puts this requirement on hold, many experts expect that to be overturned. In that event, failure to file could lead to fines of $500 per day, up to a maximum of $10,000, and possible criminal penalties. Read more for details on how this may impact your business in the future. 1.
Monday, December 02, 2024News Release: 12/2/2024 Inflation-fighting strategies for retirees
At different times, inflation may be high or low, but, except in those rare periods of deflation, it’s always with us. During your working years, when you may receive boosts in your salary, you at least have the potential to keep up with inflation — but what happens when you retire? As a retiree, what can you do to cope with the rising cost of living? Here are a few suggestions:Keep some growth potential in your investment portfolio. During your retirement years, you may want to move your portfolio
Monday, October 28, 20243rd Annual Pinellas Manufacturing Summit Focuses on “Building a Skilled Future”
3rd Annual Pinellas Manufacturing Summit Focuses on “Building a Skilled Future” Pinellas Park, FL – November 14, 2024 – The 3rd Annual Pinellas Manufacturing Summit will take place on November 14, 2024, from 8:00 am to 12:30 pm at the Pinellas Park Performing Arts Center (4951 78th Ave N, Pinellas Park, FL). With the theme “Building a Skilled Future: Workforce & Education in Manufacturing,” the event will unite industry experts, educators, and policymakers to address workforce development, education, and
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