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        1. Creative Ways E-Commerce Businesses Are Maintaining Sales During The Pandemic
          While some retailers have been able to maintain, or even increase, sales during the pandemic, majority of businesses have not been so fortunate. Companies selling essentials, such as groceries, healthcare items, home workout equipment, and of course hand sanitizers and cleaning supplies, have been maintaining business
        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. 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,
        4. 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
        5. The Impact of Private Equity on the Franchise Industry
          The capital infusion private equity brings to the franchise industry is an exciting way to grow for many brands, so long as they’re willing to open themselves up to outside influence. The relationship between franchising and private equity is a complex one that only continues to pick up steam in our industry. As more a
        6. 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
        7. 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
        8. Retirement Planning for the Self-Employed: 5 Options for Lowering Taxes and Maximizing Saving
          Choosing the right retirement plan can be confusing and overwhelming. Multiple options are available, which is a good thing, but understanding their attributes and intricacies takes time. Additionally, there are frequent updates and changes made by the IRS, such as the CARES Act in 2020 and SECURE Act in 2019, that cha
        9. 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.
        10. Can corporate well-being programs really help employees get healthy and reduce health care expenses?
          We've all heard the adage, "No two snowflakes are alike." This rings true even for well-being programs and is a critical factor to consider when deciding what type of program is right for your employees. Every person is on a different journey to better health and well-being, and this is why generalized and oversimplifi