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  • Today family-held businesses comprise 80% or 90% of all enterprises in the United States. Check Out This Interview On Family businesses
  • Financial planning done well, allows you to align your money with your life.  Money is a tool. We want to use it optimally. So before we determine what we should do with your money, it is vital that we take time to focus on what matters most in your life.   At Stone Steps, we Continue reading "What is the EVOKE process?"
  • A portfolio that is well aligned with your risk profile helps you avoid emotional reactions to sudden changes in the market. Too much risk causes stress and worry that often results in the sale of stock mutual funds when they are down. The goal is to set an asset allocation that takes enough risk to meet your long-term goals, while giving you peace of mind to stay the course during rough market conditions.
  • Is your employer offering restricted stock units as part of their compensation package? When it comes time to apply for a mortgage for a home purchase, one logical question is: do my RSUs count as part of my income? (Feed generated with FetchRSS )
  • Now that Mother’s Day is over and we are back to business as usual, let’s really take a look at and appreciate mothers in the United Statesmany of whom are balancing a lot of different responsibilities. According to Pew Research (6 Facts about Moms): The median age at which women become mothers is older than [] ©Bring Clarity to Your Finances™. Mothers: Make Time for Financial Planning is a post from Bring Clarity to Your Finances™