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        1. Here’s What Couples Need to Know About Merging Finances
          Personal finances embody deeply rooted emotional characteristics that shape one’s behavior toward their money. It’s important to remember that when sharing finances with a significant other, it’s not a one-size-fits all kind of deal. Individual emotions, trauma and beliefs around money will differ from person-to-person
        2. Don't Get Taxed by Surprise: Year-Round Tax Planning Tips
          By Brad Wright, CFP ‘Tis the season…for taxes. Actually, you should be thinking about taxes year-round. Yes, good times indeed, but when it comes to
        3. Second Marriage Financial Checklist: 7 Planning Items To Consider
          Before my wife and I got married we had the “money talk”. Since we were relatively young, and neither of us had that much money, the talk was pretty short.
        4. Benefits and Uses of Virtual Credit Cards for Businesses
          Virtual Credit Cards for Businesses: Benefits and Uses In the digital age, businesses continuously seek innovative solutions to streamline operations,
        5. Small businesses can save $100,000 per employee by offering 401(k) benefits
          If you're a small business owner, it may feel next to impossible to offer your employees retirement benefits. But doing so may secure their financial
        6. Solo 401(k) vs. SEP: Which is Best for Biz Owners?
          Small business owners have several options to choose from when it comes to retirement planning. Traditional or Roth IRAs can provide a good start to saving for retirement, but successful business owners often need a plan that allows them to defer much larger amounts on an annual basis. SEP-IRAs were introduced as a way
        7. 1 in 3 employees believe their company’s cybersecurity is a moderate or major problem
          With 1 in 3 employees believing the cybersecurity of their company is a moderate or major problem, decision-makers must do more to reassure them.
        8. 3 Pros and Cons of Buying a Home in an HOA
          In your search for a home to buy, you may come across three letters that give you pause -- "HOA," short for "homeowners association."
        9. 4 Challenges Brands Need to Start Thinking About Now for a Smoother Peak Season
          Take these steps now to avoid common pitfalls of peak. In the U.S., peak holiday shipping season generally begins in October and lasts through
        10. 5 Growth Opportunities for Businesses to Thrive in a Post-COVID-19 World
          COVID-19 may be waning thanks to our vigilant medical and research communities, but the world has changed irrevocably. Many organizations have undergone a digital transformation faster than ever before, and the pandemic was the major catalyst. Now, more than a year later, everyone is starting to settle in and adjust to