Financial Literacy & Fundamentals Archives

Why Your Personal Information is at Risk Not a month goes by without seeing a headline that such and such company was hacked and consumer data was exposed to the dark web. In fact, the credit bureau Experian sent me an email with this exact message not even one week ago. If you don’t believe…

Family Planning Financial Literacy & Fundamentals

Financial Harmony: 5 Steps to Merge Finances with Your Partner

Flavio Landivar

My partner and I are looking to start sharing our finances. What happens next? Navigating shared finances can be a challenging yet rewarding journey for couples. After all, according to Ipsos, One in three (34%) partnered Americans identify money as a source of conflict in their relationship. If you’re feeling uncertain about how to start,…

Woman helping a man in an office with other people present

Career Financial Literacy & Fundamentals Tax Planning

Understanding Form 5500: A Guide for Business Owners

Scott DeCecchis

When it comes to managing your company’s retirement plan, one of the most important responsibilities is filing Form 5500. This form is crucial for maintaining compliance and protecting both your business and your employees. Let’s break down what Form 5500 is, why it matters, and share some practical advice on what to do if you’ve…