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A Financial Checklist for Life-Changing Events
Submitted by Neville Associates on August 3rd, 2023When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning. That is one aspect of their job; however, financial planning and working with a financial professional can benefit anybody who experiences life-changing events, including getting a new job, marriage, debt repayment plans, buying a house, and more.
Might the Debt Ceiling Aftermath Push Up Rates?
Submitted by Neville Associates on August 3rd, 2023An investor’s perspective now that the threat of a default has receded
The debt ceiling and its implications have long been a topic of discussion among market watchers, and new developments have reignited these debates. Recently, we witnessed a critical step forward as an agreement to suspend the debt ceiling until January 2025 was reached.
3 Ways Planning for Retirement is Like Planning for Summer Break
Submitted by Neville Associates on June 23rd, 2023For kids, teens, and college students, summer break often represents freedom from schedules, responsibilities, and all those other drains on your time. Retirement actually can provide a similar level of freedom, but only if you've adequately prepared, planned, and saved. Below, we discuss three ways that planning ahead for your retirement can be like scheduling your summer.
401(k) Rollovers Can Make or Break Retirement
Submitted by Neville Associates on June 23rd, 2023Retirement Annuities Explained: What They Are and How They Work
Submitted by Neville Associates on June 23rd, 2023Having enough retirement income is a top concern for many Americans nearing or in retirement. Even though they may have saved consistently throughout the working years, they may be concerned that their retirement plans will succeed. A successful retirement plan provides the ability to maintain your lifestyle for the duration of your life.
Last Minute Considerations for the FAFSA Deadline
Submitted by Neville Associates on June 23rd, 2023For many, the expenses of college or technical school can be overwhelming. But, with financial aid programs, tuition, room and board, books, and other college-related costs can become more affordable. To determine if your student qualifies for financial aid, you must fill out the Free Application for Federal Student Aid, or FAFSA, by the deadline.
Retiring as a Small-Business Owner: What to Know Before You Go
Submitted by Neville Associates on May 4th, 2023The thought of retiring may be intimidating for anyone—but if you own your own business, handing your "baby" to new owners might be enough to stop you in your tracks. What might you do to set your successor up for success? What should all business owners know before they go?
Set Specific Retirement Goals
What to Know Before Drafting a Will
Submitted by Neville Associates on May 4th, 2023A Tough Times Survival Guide for Small Businesses
Submitted by Neville Associates on May 4th, 2023Small businesses may often find themselves struggling, and there are many situations in which business owners may find themselves weathering a storm and hoping to make it through. While the strength and fortitude of those who run small businesses can be an asset in helping them succeed when times are rough, there are a few strategies that can make survival a little easier.