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Know-More Blog
Does This Count as a Gift?  The Top 5 Gifting Mistakes People Make If you’re looking to help pay for your child’s wedding or give a little extra during the holiday season, many people are unaware that a tax grinch is lurking around the corner waiting to get you for doing a good deed. So...
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5 Financial Statistics To Be Thankful/Worried For This Thanksgiving may see you and your family feeling less thankful. With so much change, uncertainty, and unknowns for the future, it may be difficult to feel that much has gone right in 2020. However, it may be helpful to put your troubles into the greater context of...
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The Difficulty of Being Your Own Boss You are out of the rat race and into your own business. You have given up a nine to five life so that you can work on your own terms. Now is the time to buckle down and focus on creating your own brand and keeping the fruits...
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Disability
Does Your Employer’s Group Disability and Individual Disability Insurance Play Nice?   Luckily for you, your employer offers amazing benefits and you took advantage of them. Your good college friend recently spoke to you about how you can protect your family even more by getting an individual disability policy on top of the group disability...
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Consumers today are bombarded with advertisements to work with a financial planner or advisor, so what sets apart a Certified Financial Planner™ from the rest? Anyone can say they are a financial planner; However, not every planner is held to the same rigorous standards.   All candidates for the CFP® certification are held to the...
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In early 2020 the CFP Board announced that 23.2% of women held the CFP® designation, up 4% from the previous year. Even though this was cause for celebration, female financial advisors only make up about 15-20% of all advisors today and leave lots of opportunities open for women to enter the field – this is...
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Labor Day
“Where love is there is no labor; and if there be labor, that labor is loved.” — Jane Austen   Another Labor Day is now upon us and many may be spending this holiday either going for a second cheeseburger, dusting sand off from the beach, or filing away the receipts after a bit of...
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Not all debt is created equal, nor is all debt inherently bad. In times when financial wellness and financial fitness programs are all the rage, it may seem odd for a financial planner to not see all debt as this terrible looming shadow. The reality is that debt can be a useful tool when used...
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Becoming a caregiver for a friend or family member is often a selfless act, but it does not always have to be a thankless one. Caregivers often give up much of their time, energy, resources, and even careers to take care of someone who needs help taking care of themselves. Caregiving does not discriminate as...
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The topic of health care continues to dominate headlines and is a pivotal talking point in modern politics. Many individuals rely heavily upon employer-based health care benefits. This healthcare has become a crucial part of employee compensation and a major cost to the employer. In fact, according to the United States Census Bureau as of...
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