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2,168 results found
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Building a Solid Financial Foundation
When you read about money matters, you may see the phrase, “getting your financial house in order.” What exactly does that mean? To some, when your
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How Small Businesses Can Clear the Economic Hurdles Ahead
For SMB owners seeking to chart a course through this uncertain landscape, a few key principles are important to keep in mind.
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Why Are Small Businesses at Increased Risk of Ransomware Attacks?
The year 2020 will always be remembered for the coronavirus pandemic. It will go down in history for a deadly virus with no geographic boundaries. We have faced the unexpected countless times and somehow managed to deal with it. Like 2019, 2020 has been an interesting year in terms of data breaches and cyber-attacks. T
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What To Do With Excess Funds In Your Child’s 529 Plan—A Good Problem To Have
What do you do with "extra" funds in your child's 529 Education Savings Plan after they've finished college, or gone in a different professional direction?
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7 Reasons Why Small Businesses Should Invest in Google Ads
Budget is one of the biggest concerns for small businesses. They need to spend and invest every single dollar smartly, whether it is on product development, promotion or any other business expense. With this constraint, digital marketers must think twice before spending on paid strategies such as Google Ads. At the sam
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3 Customer Retention Strategies to Avoid Like the Plague
Not all customer retention strategies are equally effective. Here are a few to avoid when building your customer base
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Need Down Payment Assistance?
You're not alone! There are plenty of resources available to help you buy a home. We have five steps you can take to get started.
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SECURE Act: How it Can Affect Your Estate Planning
When Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act — which took effect on Jan. 1, 2020 — it created a mixed bag of benefits and new requirements for Americans saving for retirement. The law was also a way for the government to get access to retirement savings sooner so that mone
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How to Guard Against Financial Fraud
How to guard against financial fraud Even if you don’t hear about it daily, cybercrime is on the rise and affects millions of individuals every
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How Advisors Keep Families From Feuding In Estate Planning Meetings
In popular culture, scheming family members often vie to inherit money from a rich relative. Tempers flare, fights break out and aggrieved plotters stew in anger. That level of drama rarely plays itself out in reality. Instead, advisors seek to bring families together to discuss estate planning in a calm, respectful ma