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Chad Lively
Oct 26, 20234 min read
Small Business Employee Benefits: Attracting and Retaining Talent
In the competitive world of small business, attracting and retaining top talent can be a challenging endeavor. While salary is essential,...
Chad Lively
Oct 24, 20235 min read
Navigating Tax Planning for Small Business Success
Taxes, often deemed an unavoidable burden, can, in reality, be strategically managed for the benefit of small business owners. Efficient...
Chad Lively
Oct 18, 20234 min read
Navigating Business Financing: Debt vs. Equity - A Strategic Guide
Launching a business is an endeavor that demands not just a dream but also a pragmatic financial strategy. The fundamental question that...
Chad Lively
Oct 16, 20234 min read
Mastering Cash Flow Management: A Small Business Owner's Guide
Cash flow management is the heartbeat of small business operations. How effectively you manage your cash can define the fate of your...
Chad Lively
Oct 3, 20234 min read
Navigating Retirement as a Small Business Owner: Strategies for a Secure Future
Retirement isn't just a milestone; it's the reward for a lifetime of hard work and entrepreneurship. As a small business owner, your...
Chad Lively
Sep 20, 20234 min read
Navigating Social Security: Strategies for a Secure Retirement
As you plan for your retirement, understanding the intricacies of Social Security is paramount. This government program, designed to...
Chad Lively
Sep 5, 20233 min read
Mastering Wealth Management: Your Path to Financial Prosperity
In today's complex financial landscape, managing wealth isn't merely about accumulating assets; it's about securing your financial...
Chad Lively
Aug 29, 20234 min read
A Step-by-Step Guide to Creating a Budget
In the world of personal finance, creating a budget is like setting the foundation for a strong and prosperous future. A budget provides...
Chad Lively
Aug 28, 20233 min read
Employer-sponsored Retirement Savings: The Power of 401(k) and 403(b) Accounts
As you journey through life, planning for retirement becomes increasingly important. Two prominent players in the retirement savings...
Chad Lively
Aug 22, 20234 min read
Secure Your Legacy: The Vital Role of Estate Planning in Your Financial Journey
When it comes to your financial well-being, planning for the present is essential, but planning for the future is equally crucial. Estate...
Chad Lively
Aug 21, 20234 min read
Maximizing Your Healthcare Savings: A Comprehensive Guide to Health Savings Accounts (HSAs)
In today's rapidly changing healthcare landscape, being financially prepared for medical expenses has never been more important. Health...


Chad Lively
Aug 11, 20235 min read
Types of Retirement Accounts (IRAs)
There are several types of Individual Retirement Accounts (IRAs), each with its own rules and benefits. Here are the main types:...

Chad Lively
Aug 10, 20237 min read
Common Types of Financial Accounts & Investments
There are many different types of accounts and investment when it comes to dealing with personal finances. Each with their own pros,...

Chad Lively
Aug 9, 20232 min read
Retirement Planning Checklist: Building a Solid Financial Future
Set Clear Retirement Goals: Define your retirement lifestyle and financial expectations. Determine your desired retirement age and...

Chad Lively
Aug 8, 20233 min read
Financial Planning
Financial Planning is a broad and complicated topic. What is Financial Planning? What topics does it cover? Do I need it? In short,...
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