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  1. Organize Your Business Bank Accounts
    It’s fairly common, in my experience, for small business owners to have unorganized business bank accounts. Some small business owners don’t even HAVE business bank accounts when they start their companies. While money is at the heart of our businesses, most people tend to think about generating sales and increasing re
  2. 4 open enrollment pain points--and how small businesses can avoid them
    For many small businesses, open enrollment comes at a tough time. Year-end is approaching fast and you may want to focus on holiday sales, tax strategies and business planning for the coming year, instead of how to get your employees excited about and enrolled in a new employee benefits package. It doesn't help that th
  3. Money management 101: How to ace student checking accounts
    For many students, heading to college is the first opportunity for them to take their financial fitness into their own hands.
  4. Taking a vacation on a budget [outline]
    A vacation—be it a week in an exotic locale or time off at home—provides a well-deserved break and a chance to reset. This is why the finances of taking vacation shouldn’t be stress-inducing. In fact, there are a host of vacation options depending on your budget. This piece will discuss several key components of vacati
  5. Kids and Money Talk: It matters. Get help
    Talking to kids about money is key to financial success. Parents need to have money discussions and provide children with the tools and knowledge
  6. Making a Savings Plan
    Whether you're saving for a big investment like a home, or just want to start putting money away, having a plan is essential. This article will be a step-by-step guide of how to start. Introduction Why savings is so important – helps you reach financial goals and keeps you from turning to credit in emergencies Makes i
  7. Making a Charitable
    Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them.
  8. How Secure Are Your Financial Accounts And How To Protect Yourself
    It's a new year and we have a new President of the United States, but that doesn't mean that the world has changed all that much. Just like before, identity theft is on the rise, and more people than ever would love to get their hands on your Social Security number and account passwords. Much of this information is bou
  9. Parents: Nine Ways to Jump-Start Your Teenager's Financial Future
    Talking to your kids about money can serve them well down the road. Here are some tips to help your teen set up a bright financial future
  10. Teaching Kids About Money: 5 Concepts to Know
    When it comes to kids, money habits are ingrained by the age of seven?1 In fact, you can start introducing money concepts to kids as young as three years old. Remember, though, that even as you introduce money topics early, lessons need to be age appropriate. And, parents with older kids, don’t despair – habits can be