Banknotes Blog

Financial Planning, Mortgage

Couples & Money: Agreeing on Financial Priorities

By: Ellen Bernards

For couples, and even business partners, sharing the same priorities regarding how, when, and where to spend money can be critical to happiness & success.

Megan Jerabek is an attorney & shareholder at von Briesen & Roper, s.c.

For many, owning a second home is a dream. Before you decide to make your dream come true, let’s look at a few of the factors that should be considered.

For business, both ACH and wire transfers have payment advantages and disadvantages. Let’s look at them across six key categories.

Could the fiscal high we are experiencing give way to higher inflation, higher taxes, and higher interest rates? Only time will tell.

Consider the following tips and “tricks” to help your small business avoid the pains sometimes associated with growing.

Many people are using cryptocurrency as a strategy to diversify their investment portfolios. But investor, beware: Scams abound. Here's how to stay safe.

Financial modeling and scenario analysis can be the key to helping you choose your own financial adventure.

Another Disney-themed recap in the economic month that was; this time, Beauty and the Beast.

For the self-employed, there is a tax-advantageous retirement-saving vehicle that goes beyond the standard Roth and simple IRA: the solo 401(k).

Increasingly, companies are tapping candidates whose educational backgrounds might once have been considered non-traditional for leadership roles.

Help your business thrive this year by examining how lessons learned in 2020 can be the key to your success moving forward.

A full banking relationship offers peace of mind by saving time, money, and stress.

We delve into Robinhood, political change, virus/vaccine news, and heightened expectations for 2021.

For business owners, it's common to be hyper-focused on professional commitments, to the detriment of personal finances. Private Banking can help.

Scammers are preying on our dependence on tech, offering phony support services. Here’s what you should know about tech support scams.

LIBOR has long been used as the market-driven index to set interest rates for business loans, in the U.S. and abroad. And it is on the verge of ending.

Change is constant, particularly when talking about the markets and economy. This month's recap reinforces that truism.

Will you be ready to retire? How can you be sure? Honestly answering these questions will move you a step closer to knowing whether you're on track or not.

For couples, and even business partners, sharing the same priorities regarding how, when, and where to spend money can be critical to happiness & success.

For a significant number of small business owners, having the available cash to run their company is a real concern. Fortunately, they have options.

Our fraud mitigation techniques can also improve your business's efficiency and reduce costs. It’s a win-win-win!

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Wealthways is a casual, weekly conversation centered around female empowerment, moving upward, and all things wealth. Along with hosts Dawn Mullarney & Jane Simon, guests explore their own definitions of wealth – be they in terms of money, experience, wisdom, or any other multitude of things – and their personal journeys to achieving it.