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Blog

Bill Harwood | Jan 1, 2024

5 Financial Bad Habits to Cut This Year

Financial Advice
When it comes to financial bad habits, the most common are also well known — don’t spend too much, don’t take on unsustainable debt, and avoid living paycheck
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Bill Harwood | Dec 1, 2023

New Year's Financial Resolutions to Implement Now

Financial Planning
Future Financial Planning
When it comes to New Year's Resolutions that include financial goals, writing them down and being visible is essential to your success. After you’ve written
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Bill Harwood | Dec 1, 2023

Your Traditional 401(k) Year-End Review Checklist

Year-End Review
Financial Planning
401(k) Planning
A 401(k) plan is one of the most popular and effective techniques for saving for your retirement. A company will automatically withdraw and contribute money
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Bill Harwood | Dec 1, 2023

The Philanthropic Mindset: How to Give Well and Wisely

Non-Profit Spending
Charity Giving
Financial Planning
Having a desire to give and a philanthropic mindset are both important qualities to possess in modern society. With so many economic and social challenges in
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Bill Harwood | Dec 1, 2023

8 Tips to Stay on Track with Your Holiday Budgeting

Holiday Budgeting
Financial Planning
Financial Advice
It’s hard to believe we are already approaching the end of another year, and holiday season will soon be here. Since holiday spending doesn’t include just
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Bill Harwood | Nov 1, 2023

Wealth Watch - Bill's Monthly Market Commentary

Bill's Monthly Market Commentary
Investors have finally awakened to the size of the national debt and the speed with which it’s growing. Total debt is approaching $34 trillion, up from $22
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Bill Harwood | Nov 1, 2023

Year-End Financial Planning for Families

Year-end financial planning can help you assess your family’s financial situation, identify areas for improvement, and set achievable goals for the future. Here
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Bill Harwood | Nov 1, 2023

7 Estate Planning Topics to Discuss with the Family over Thanksgiving Dinner

One of the more difficult conversations for family members to have is talking about estate planning. There are several reasons for this, including the reality
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Bill Harwood | Nov 1, 2023

5 Year-End Tax Planning Tips for Small Business Owners

Tax planning preparations include small-business owners taking necessary measures to optimize their taxes by taking advantage of deductions and benefits. Here
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Bill Harwood | Nov 1, 2023

Money Matters: Financial Literacy For The Whole Family

Financial literacy is crucial, not only for adults but for everyone in the family. When you have a good foundation of financial literacy, you will have a
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Bill Harwood | Oct 9, 2023

Investing vs. Saving: Key Differences and Why Your Money Mindset Matters

Saving
Investing
You often hear people discuss "saving for retirement,” but in many cases, they're actually referring to their investing. The adage "you can't save your way to
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Bill Harwood | Oct 9, 2023

How to Help Protect Yourself Against Identity Theft

Cybersecurity
Massive computer hacks and data breaches are now common occurrences — an unfortunate consequence of living in a digital world. Once identity thieves have your
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