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The Power of Giving Back as a Small Business

Mona Boomer

Wednesday, December 3, 2025

Small businesses are typically seen as important to the economy. Not only did they lead the charge through the financial crisis by creating jobs and products, but they are also often small enough to innovate at a grassroots level.

Thanksgiving is a special time when family members travel long distances, some from across the country, to be reminded why they moved so far away in the first place.

Did you know that you can gift a new or existing life insurance policy to your favorite charity? When properly designed, a charitable life insurance program may improve your overall financial situation and offer tax benefits.

There is no guarantee you are going to skate through life blemish-free. Your seemingly invincible parents may be finally showing signs of their age, and you could start to wonder about what you would do in that situation.

Working towards financial independence can often be a lifelong process. But for many, financial freedom may come far sooner—and include some fun along the way. What are the differences between financial independence and financial freedom?

You have probably heard about financial planning and its potential benefits, but you are unsure how to apply the principles to your life. A financial plan is a collection of steps that help you to evaluate your situation and plan ahead.

A 529 plan may offer multiple benefits as part of an estate planning and wealth transfer strategy. It is a tax-advantaged savings plan that encourages saving for future education costs. These plans enable parents to save for their...

The percentage of adult Americans who invest toward retirement is nearing an all-time high at over 63%.¹ These days it is far easier to pursue different investment instruments to manage and preserve wealth and over the past few decades...

Juggling a job change and what to do with your 401(k) can be stressful. The good news is, you have options!This checklist will help you understand what options may be available to you before you take a distribution from your 401(k).

A crucial aspect of planning involves understanding how much money you should aim to have in your 401(k) now, based on your age, as you save for retirement. Knowing this amount and devising a plan to work toward this balance goal is...

Have you every wondered how estate planning might fit into your overall, future plans? Even if you are just starting to build your estate and do not need complex estate planning, here’s a quick look at some steps you should consider...

Does your retirement seem years and years away? While it may appear this way, you owe it to yourself to look ahead and begin giving thought to a time in your life that may account for 20 or more "golden" years. Granted, time may be on...

During National Financial Planning Month, consider why a financial professional might be of value in assisting you with steering your business toward long-term effectiveness.

Still Waiting for the Turn As we reach the halfway point of 2024, a sense of persistence defines the economic and market landscape. Trends from late 2023 have continued, with surprisingly resilient economic growth mixed with stubborn...

The integration of tech can amplify the capabilities of financial professionals As investors navigate the dynamic landscape of the financial markets, they find themselves at the intersection of cutting-edge technology and traditional...

Strategic planning and tactical insights from a financial professional Facing a layoff from your job can be an unsettling experience, especially in the dynamic and ever-evolving landscape of the technology industry. Financial...

If you're like some, you may have spent large parts of your working life missing the carefree summer days of your childhood. That is, of course, assuming you had a happy childhood. If not, try to imagine how it might be if your...

Critics are “either an economic illiterate or a silver-tongue demagogue” In the world of finance and investing, stock buybacks have become a focal point for corporations aiming to maximize shareholder value. The recent surge in buyback...

Most people, at some point in their lives, have experienced being a renter, and then eventually, took that big step of purchasing a home once they could afford it. There are pros and cons to both renting and owning a home. The route...

Estate planning is a comprehensive process that involves organizing your assets and making informed decisions concerning how your wealth will be handled before and after death. It is a critical phase of wealth management, essential for...

Navigating Modern Investment Trends, Embracing Growth Investing & the Power of Early Retirement Planning In the dynamic landscape of today's investment world, Gen Z is making waves by leaning heavily into both traditional and...

Making informed decisions about retirement is crucial to financial independence In an era characterized by high job turnover, it is more important than ever for employees to carefully manage their retirement savings. With a significant..