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In golf, as in finances, there are a few rules of thumb that may improve your game: keep a level head, avoid traps, practice before trying something new and stay the course. Applying lessons from the golf course to your financial life and vice versa may help you improve your game in both arenas. Here are three tips that may help you work toward success on and off the golf course.Avoid HazardsGetting bogged down in a sand or water trap may cause frustration and add many strokes to your ultim

Depending on your current health insurance plan, you may have access to either a flexible spending account (FSA) or a health savings account (HSA).Both are tax-advantaged accounts that can help individuals and families save money for qualified medical expenses. However, there are several key differences between the two—here’s a closer look at what you need to know. EligibilityOne of the biggest areas where an HSA and an FSA differ is in eligibility. To qualify for an HSA, you mu

Money worries may be one of the biggest sources of stress—from wondering how to pay for an unexpected expense to making retirement calculations when considering leaving a job. In the midst of inflation, war, and stock market volatility, it may be tough to maintain a level head. What might a financial professional do to help you navigate money stress? Here are a few things a financial professional may do to possibly decrease your stress.PrioritizeSome expenses and financial challenges are w

Spring is a great in-between time of year to take stock of your financial health and to create goals for the rest of the year—or to plan for the years ahead.

Many companies are pushing for a more diverse workforce with employees from all walks of life and ages. Greater diversity helps foster creativity and collaboration, which are essential to helping a company grow. For younger workers, it also allows them to learn more from those who have worked longer and are more experienced. Read on for a few tips that older co-workers can teach those younger or at least less experienced.

With the introduction of the Affordable Care Act (ACA), many changes have occurred in the American healthcare system. One impacted sector is small businesses, which face numerous complexities and opportunities regarding health insurance coverage for their employees.

The importance of building credit can’t be overstated. Here are a few strategies to consider to help build it:

Auto insurance, although not required in all states, generally covers cars and people against more than just accidents. Read tips from a financial professional to see how you can save and stay covered!

As a business owner, you may assume you do not need professional financial advice until you hit certain milestones such as $1 million in sales, having ten employees, or some other tangible measure. However, financial professionals may benefit small-business owners no matter what the stage of their business.

You started a business, took the initial steps to build a foundation, and are now working to grow and expand your customer base. What are the next steps to take? Here are five suggestions from a financial advisor.

Starting a new business is no small feat. It involves several of steps, from the early planning stages to filling out the necessary legal documents. Here are 10 steps from a financial advisor to consider when starting a new business.

Wealth transfer is more than just a financial transaction; it's an opportunity for families to pass on their values, wisdom, and a legacy of love. Navigating this process requires careful consideration, open communication, and a shared commitment to preserving family unity. Here are ten essential questions to ask, as recommended from a financial advisor.

Feeling stressed about tax season approaching? We are your Tax Planning HQ. Read our 2023-2024 Tax Guide here for valuable information about this year's tax season from our financial advisor!

When you think of identity theft, you may think of unauthorized credit card payments or new lines of credit. However, tax identity theft is one of the most common types of identity theft — and it’s also the most common fraud attempt during tax filing season. Here are tips from a financial advisor on how to avoid it.

The new year is fast approaching, and it is the perfect time to set up resolutions for your business. Whether you want to increase your sales, gather a more extensive customer base, or just accomplish needed business improvements, below are a few goals from a financial advisor to help you get started.

When it comes to financial bad habits, the most common are well known. But what happens once you’ve implemented this advice and still aren’t getting ahead? Here are five financial bad habits to look at, as told by a financial advisor.

A Turning Point provides insight and analysis into next year’s opportunities and. We understand that making progress toward financial goals requires a strong plan. This report, combined with guidance from a financial advisor, will help position investors for 2024.

Have you updated and reviewed your estate plan to stay aligned with your long-term financial goals? Here is an eight-step year-end estate planning checklist to help you organize and prioritize your estate planning strategy.

Do you want to feel prepared going into 2024? Download our year-end financial checklist today. Remember, please reach out if there is anything our financial advisor can do to help you with your financial plan! Download our checklist here: 

Are you a business owner with a tax plan? At CarriageGate Wealth Management, we can help you implement the perfect tax plan for your business. Read more on why you should understand the self-employment tax and also be aware of certain tax planning opportunities.