Let’s say you dream of spending your retirement mornings on a warm beach, coffee in hand, waves rolling in. To get there, you had a simple plan: save $1 million and buy the beach house you always wanted. But when retirement arrives, reality hits. After accounting for keeping your current home, everyday expenses, and health […]
Saving for Retirement: Are You Guessing or Planning? Read More »
Five Financial Reports Every Nonprofit Board Member Should Understand By Dr. Gabrielle (Gabi) Juba, CPA, CFE, DBA Founder, Juba Forensics PLLC Serving on a nonprofit board is one of the most meaningful ways to give back to your community. Board members help guide organizations that provide food, shelter, education, healthcare, veterans services, arts programs, and countless
Five Financial Reports Every Nonprofit Board Member Should Understand Read More »
Social Security is often one of the most important income sources in retirement. Yet widespread myths about how it works can lead to confusion, unnecessary worry and poor planning decisions. Here’s the truth behind five of the most common misconceptions. Myth 1: Social Security is going broke. You’ve probably heard this one, but the full picture
Debunking 5 common Social Security myths Read More »
By Dr. Gabrielle (Gabi) Juba, CPA, CFE, DBA Founder, Juba Forensics PLLC Owning a small business means wearing a lot of hats. You’re the CEO, customer service representative, marketing department, HR manager, and sometimes even the bookkeeper. With so many responsibilities competing for your attention, it’s easy to assume that fraud is something that only happens to
Could Your Small Business Spot Fraud Before It’s Too Late? Read More »
Discover five smart strategies for turning retirement savings into dependable income while helping your money last throughout retirement.
Turn your savings into paychecks in retirement Read More »
Emergency funds offer breathing room when it matters Everyone needs an emergency fund. Financial experts recommend it, and we’ve all experienced surprise expenses: a costly car repair, a broken water heater or unexpected medical bills. Despite our best intentions, building a financial cushion can feel impossible. After rent or mortgage, groceries, utilities and everyday expenses,
Emergency funds offer breathing room when it matters Read More »
Thinking about New Years Resolutions? With the new year around the corner, many people are setting goals for 2026. After months of rising prices on everything from milk to mortgages, money-related resolutions are prominent. One out of four Americans (27%) plan to make 2026 the year of their financial comeback, according to 2025 research from
FINANCIAL FOCUS® – Join the trend with these New Year resolutions Read More »
As an investor, risk is always part of the journey – but how you manage it can depend on where you are in life. Early in your career, you can invest for growth and take on more risk, knowing you have time to recover from market downturns. In midlife, with goals like retirement and college
Managing risk at different life stages Read More »
How to Use A High Cash Value Whole Life Insurance Policy to Be Your Own Bank ⭐ How can you “Create Your Own Bank”? When people talk about “creating your own bank” with a strategically designed High Cash Value Whole Life Insurance Policy, what they really mean is building a pool of capital you control,
Be Your Own Bank? Yes! Read More »
Now that the federal government has shuttered many doors, millions of Americans are wondering how this disruption will affect their finances. The answer lies in your personal situation. Here’s what to know – and what steps to consider. People relying on safety net programs: There’s good news if you depend on Social Security, Medicare or Medicaid:
Navigating the shutdown: Financial impact and smart moves Read More »
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