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      1. Life Insurance and the Demise of the Stretch IRA
        Since their introduction in 1974, IRAs have become one of the most popular tools for retirement savings. And with an average of one out of three Americans now owning an IRA, they are also among the most significant assets addressed in many estate plans. Although funding retirement remains the primary purpose of an IRA,
      2. Ready to thrive and make a difference? Consider ONB!
        Are you looking for an organization that is committed to helping you grow both personally and professionally? Do you dream of joining a company that
      3. Retirement and Estate Planning Opportunities after the SECURE Act
        If you haven't learned by now, the Setting Every Community Up for Retirement Enhancement Act (known as the "SECURE Act") was signed into law on Dec. 20, 2019, and went into effect on Jan. 1, 2020. With bipartisan support, it is expected to generate about $15.7 billion in tax revenue over the next decade on the changes
      4. Saving For College And On Your Taxes: Understanding 529 Plans
        Any adult may open a 529 Plan for any named beneficiary—you do not have to be the parent or grandparent of the person named.gettyMay 29 is National 529 College Savings Plan Day! Do you know what a 529 plan is? Do you know how to use it? Let me explain. What is it?529 College Plans were initially created to help familie
      5. Seven Best Practices For 2024 Budgeting And Planning Sessions
        However you look at it, amid a highly uncertain current and future business climate, 2024 is shaping up to be a doozy, particularly for CFOs and
      6. Talent Planning And Employee Experience Driving Future Of Work
        gettyEven before the start of coronavirus, it was clear that digital transformation would change employee experience and the future of work. OECD research from 2019 showed that more than 30 percent of jobs could eventually be changed by automation alone. Enter COVID-19, and the push to automate and digitize work has on
      7. The compounding benefits of CSR and employee engagement
        Illustration: Rawpixel.com (Shutterstock) Corporate social responsibility, or CSR, has gained momentum as part of a healthy and thriving workplace
      8. 2023 Small Business Success Means Prioritizing Innovation And Change
        Navigating the financial landscape has become a full-time job. For leaders of small and medium sized businesses hoping to get a grasp on the economic
      9. 4 Ways Diversity Can (And Will) Immediately Improve Your Business
        THE WHO'S WHO? STEVE WASTERVAL We’ve all heard of businesses that have implemented diversity training or inclusion initiatives. This is true for
      10. 401(k) and IRA Advice Especially for Women
        For women who expect to lean heavily on their investment accounts in retirement, market volatility isn't the only concern. It's also important to help minimize the impact taxes can have on income in retirement. That means managing the funds in various types of investments and accounts -- taxable, tax-deferred and tax-f