Isaiah Goodman

If you are a business owner or part of a family business, you might have thought about what happens to the business when you leave it. Sometimes we just think about that briefly and then push it aside for another day. Too much to worry about!

You’ve probably heard of a SWOT analysis before. It is the process of identifying the Strengths, Weaknesses, Opportunities, and Threats likely to result from different choices and actions.

You’ve been learning all about investing and money management and you’ve just picked out all the stocks you want to invest your money in. Congratulations! Now one of the companies you’ve chosen throws a curve ball and announces a stock split.

We all use money almost every day. Maybe you pay with cash or receive a paycheck; maybe you buy something with your credit card or transfer funds electronically to your retirement fund. It’s amazing how far our money has come. You can easily transfer money from an account simply by tapping your phone, use an app to send a payment to someone, or receive your checks virtually.

Happy Holidays everyone! It's hard to believe we are at the end of the year already. Hopefully you are looking forward to everything the new year has in store. Let’s wrap up 2019 right with some final insurance learning!

Do you have a legal document or financial account such as a 401k, a will or a trust? It's great if you do! But how long has it been since you’ve looked at the beneficiary? 1 year? 2 years? 10 years? Any of those is too long! Today, we are going to learn about the importance of reviewing your beneficiaries.