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    1. What to think about when planning for
      What to think about when planning for retirement   Getting close to retirement can come with a lot of feelings – from excitement about what comes
    2. ESOPs as a Flexible Ownership Transition Tool
      ESOPs as a Flexible Ownership Transition ToolWhen it comes to succession planning, business owners have multiple options, each carrying different benefits and implications. How do you decide the best path for you and your business? Start by asking yourself what personal and business objectives you want to achieve throu
    3. Exploring The Security Of Phones In The Workplace And Smart Devices
      Continuing the discussion about cybersecurity and how to implement measures to keep oneself and those they love secure for National Cybersecurity Awareness Month (NCSAM), consider how you use your phone at work and internet-connected devices. Both are playing an increasing role in our daily lives. How we access our com
    4. 10 Tax-Smart Strategies With December Deadlines
      This year marked the first time taxpayers filed their returns under the Tax Cuts and Jobs Act of 2017 (TCJA). Due to the sheer number of changes introduced, many taxpayers may not be aware of steps that need to be taken before year-end to help manage their tax exposure under the new law. That’s where year-end tax plann
    5. 3 Reasons to Go With a Roth IRA
      One of the biggest decisions you must make when saving for retirement is whether to go with a traditional or Roth IRA. You're not locked into one -- you can start with one and transition to the other over time, or contribute some money to both types of accounts. But most people favor one over the other. Traditional IRA
    6. Five Areas Of Personal Development That Can Help You Become A Better Business Owner
      Julie Ball is the founder of Sparkle Hustle Grow, a subscription box for female entrepreneurs and a subscription box business
    7. 5 Ways Your Home Can Boost Your Cash Flow
      There is one area where many retirees have a big advantage over their younger peers: access to a big, golden nest egg in the form of their home.
    8. How Small Business Can Compete with Large Business
      Being a small business owner in the current environment can be scary. Big corporations have big marketing budgets, brand recognition, and general power in the industry. The good news is that our research shows that people want to shop small. All you need to do is learn how your small business can compete with a large b
    9. Who Needs Life Insurance the Most?
      Even for those who feel like they're at the peak of life, the future is never certain, so thinking through the financial implications of a sudden illness or accident can be a wise move. Does that mean you need life insurance? If there are people in your life who depend on your earnings, and you don't have an enormous b
    10. 5 Small Business Financing Myths That Are Costing You Growth
      From SBA startup funds to leasing to carrying debt, here are some financial myths smart entrepreneurs avoid like the plague.