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Blog

Bill Harwood | Apr 1, 2024

Traditions of the Masters and Successful Investors

Investing
The Masters golf tournament and successful investing may seem like two completely different worlds, but they share many similarities in terms of tradition. Both
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Bill Harwood | Apr 1, 2024

How Financial Professionals are Closing the Financial Literacy Gap

Financial Literacy
Financial professionals have identified ways to close these gaps and make budgeting, investing, and wealth creation more accessible to more people. Below, we
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Bill Harwood | Mar 28, 2024

Smart Strategies for Staying Ahead in Uncertain Markets

Market Update
Over the past few years, the market has appeared to be on a rollercoaster, providing investors with moments of excitement followed by heart-palpitating anxiety
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Bill Harwood | Mar 1, 2024

The Importance of Business Credit and How to Build It

Credit is one of the most important factors of life that impacts all businesses. Having solid credit is necessary for securing a small business loan.
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Bill Harwood | Mar 1, 2024

Don’t Forget to File! 8 Tax Filing Tips to Help Mitigate the Stress

If you hear the term HENRYs mentioned during a financial conversation, you may or may not be familiar with the fairly new acronym. It stands for “High Earners
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Bill Harwood | Mar 1, 2024

Why Your Credit Score Matters in Retirement

Regardless of the stage of life, your credit score is an essential component of your financial health when you're in retirement. A consistently strong credit
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Bill Harwood | Mar 1, 2024

A Personalized Approach for Women Investors

For women, wealth represents more than just financial independence. It embodies the opportunity to create a lasting legacy, positively impacting their lives
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Bill Harwood | Feb 1, 2024

You’re About to Retire: Here are 7 Tips to Stay Independent

Blog
Retirement
Independence is important in retirement. The more independent retirees are, the more fulfilling their retirement is likely to be. However, living independently
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Bill Harwood | Feb 1, 2024

Entrepreneurship and Financial Risk: What You Need to Know

Blog
Entrepreneur
Entrepreneurs tend to be natural risk-takers but this doesn't mean committing to uncompensated risk. A wise entrepreneur considers their potential exposure
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Bill Harwood | Feb 1, 2024

Investing in Black-Owned Businesses

Blog
Business Owner
There's a growing recognition of the importance of diversity and inclusion, particularly when it comes to where Americans spend and invest their hard-earned
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Bill Harwood | Feb 1, 2024

Passing the Torch: A Business Succession Planning Checklist

Blog
Business Owner
Business succession planning is a critical process that focuses on the smooth transition of a company's leadership and ownership from one generation to the next
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Bill Harwood | Jan 1, 2024

Protecting Your Tax Identity Doesn't Have to Be Taxing

Tax Identity Financial Planning
When you think of identity theft, you may think of unauthorized credit card payments or new lines of credit. However, tax identity theft is one of the most
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