In The News

I’ve spent more than two decades in the financial industry, but my path to starting AimWell Financial was really shaped by a desire to do planning differently.

One of the most common inflation-related mistakes I see from business owners isn't failing to recognize inflation. It's waiting too long to respond to it.

If there’s one thing I’ve learned, it’s that this decision deserves time and honesty.

Artificial intelligence is reshaping how sales teams prospect, qualify and close deals. However, while AI can enhance efficiency...

On the surface, big businesses and small businesses can seem worlds apart. With larger businesses operating at great levels and serving...

Financial stress among consumers will soon be at an all-time high, according to the National Foundation for Credit Counseling’s Q1 2026 Financial Stress Forecast.

If you’ve recently experienced sticker shock at the grocery store, you’re not alone. The consumer price index for food-at-home — which looks at grocery store food purchases — was 2.7% higher in August 2025

If you’re wondering exactly how your financial adviser is paid, you’re not alone. Typically, advisers charge under one of these three fee structures — and often a combination of them: a flat fee, hourly fees or the popular assets under management model.