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    1. Selling a Business During the COVID-19 Pandemic: You Want to Sell, But Is It the Right Time?
      There is a popular saying about best laid plans often going astray. Business owners are experiencing firsthand the derailing of plans in this unprecedented and unpredictable 2020. Those with plans to market their business for sale this year are left particularly in a lurch. At a time when many industries are struggling
    2. Should You Go Back to Work as a Retiree If Your Nest Egg Isn't Cutting It?
      After leaving the workforce, you'll have to start relying on savings and Social Security to support you. Unfortunately, you may discover these income
    3. The Financial Plan: Top 5 Reasons you need a documented, living, accessible plan for your financial future
      Sure, most of us think about retirement and leverage or have leveraged a 401(k) and other investment options or high-level planning to help get us there.
    4. 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?
    5. Financial Tips for Your Adult Children
      As they get older, you want your kids to thrive on their own earnings, while building toward major expenses like a home purchase, raising their own children and retirement. How do you help them get there?
    6. Addressing America’s Financial Literacy Crisis Begins at Home
      We’ve known for some time that many Americans struggle with understanding finances.
    7. Financial education for employees is good for business
      Investing in financial education for your employees is a “win-win” solution that provide your company with a competitive edge. Here's why
    8. 4 Tips for Planning for Financial Emergencies
      You never know when something might happen or how much it will cost. Here are some tips to help you prepare financially for the unexpected
    9. 6 Little-Known Perks of Filing Taxes Jointly
      Welcome to a new year and a new tax season. For married couples, you have the option of filing separately or filing taxes jointly. Which route you
    10. How You Can Avoid an Employee Mass Exodus
      Don't just assume your employees need to work for you. I'm watching a smallish business in its death throes. There are about 50 employees, and I