SOL Financial Education

According to The Balance, a qualified retirement planner will have a skill set that goes beyond basic financial planning or providing investment advice. What Does a Retirement Planner Do? Like…

How Can I Cope with the Stress of Being an Executor?   According to Legacy, being an estate executor is a difficult, time-consuming job that is typically an unfamiliar one…

What is a charitable organization? According to cof.org, charities are a large and diverse group of nonprofit institutions that play a key role in American society and help to form…

What Is an Endowment?   According to Investopedia, an endowment is a donation of money or property to a nonprofit organization, which uses the resulting investment income for a specific…

Diversity, Equity, and Inclusion 101 As seen in Harvard Business Review:  DOUG MELVILLE: Diversity and inclusion is like an operating system. Everyone’s brain is their hard drive, but we have…

What Is a Simplified Employee Pension (SEP)?   According to Investopedia, a simplified employee pension (SEP) is an individual retirement account (IRA) that an employer or a self-employed person can establish.…

According to Yahoo Finance, Socially Responsible Investing and Environmental, Social and Governance Investing have both risen in popularity among socially conscious investors. Learn the basics of each, how they differ…

What Is a Socially Responsible Investment (SRI)? According to Investopedia, socially responsible investing (SRI), also known as social investment, is an investment that is considered socially responsible due to the…

The Income Tax Exodus: Nine States Without Income Tax   Did the lockdown of the pandemic leave you with the itch to travel? Or perhaps it made you leave your…

Keep Calm and Carry On   “Keep calm and carry on.” This often-used saying was originally coined on a British poster developed in 1939 to prepare the British people for…