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Financial Leadership Insights

Only a few days left in 2019.
Contact me if you have any last minute tax questions.

Five Retirement Lessons from Today's Retirees

Do you want to earn some extra money doing what you enjoy on your own time? Consider pursuing a side hustle, which can be defined as any type of work undertaken in addition to a full-time job. Generally, side hustles are freelance or piecework in nature. Depending on how much time and energy you put into a side hustle, you could earn a significant supplemental income.

What You Need to Know About Side Hustles

Do you want to earn some extra money doing what you enjoy on your own time? Consider pursuing a side hustle, which can be defined as any type of work undertaken in addition to a full-time job. Generally, side hustles are freelance or piecework in nature. Depending on how much time and energy you put into a side hustle, you could earn a significant supplemental income.

FINANCIAL NEED VS. AID

Just because your child has financial need doesn't automatically mean that colleges will meet 100% of it. Each year, the College Board releases its annual Trends in College Pricing report ....

AS A BUSINESS OWNER, WHAT SHOULD I KNOW BEFORE ADDING A FINANCIAL WELLNESS PROGRAM?

As a business owner, what should I know before adding a financial wellness program? Financial wellness programs are gaining traction among employee benefit offerings...

COLLEGE COSTS: THE ABC DISCUSSION METHOD WITH YOUR CHILDREN

It's August. A time families are preparing to send a child to college and/or families are gearing up to help...

SUMMER ACTIVITIES: HOME RENTALS AND TEMPORARY WORKERS

Summer allows for many activities outside of your normal routines. You can work less, head for the beach or mountains...

Balancing 401(k) and HSA Contributions

If you have the opportunity to contribute to both a 401(k) and a health savings account (HSA), you may wonder how best to take advantage of them. Determining how much to contribute to each type of plan will require some careful thought and strategic planning.

Important Disclosures

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable-we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of SC. No offers may be made or accepted from any resident outside the specific states referenced.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2018.