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  1. Three Paths To Increase Revenue and Margins
    If you lead an organization or a business unit, odds are you have at least one objective related to growing your top line or improving the bottom line. The task is deceptively difficult. The goal to increase revenue (and/or improve margins) is a clear mandate but, practically speaking, one that is very difficult to exe
  2. What New Grads Should Know About Money
    One of the most common things I often hear from people after one of our financial wellness workshops is how much they wish they had learned about personal finance when they were younger.
  3. 2022 Transfer Tax Update
    Despite the various proposals to lower federal transfer tax (estate, gift and GST taxes) exemptions and increase the tax rates, none of them were enacted in 2021.
  4. 3 Tips for Investing in Your 50s
    The years in your 50s are pivotal ages on the road to retirement. At this stage of life, you may be making plans for how you'll spend your senior years and when you'll close out your career. You might also be grappling with college tuition payments for your children or other expenses that eat up a lot of your income. T
  5. 5 Savings Accounts Everyone Should Have
    Saving money for the future is important. In fact, it's a good idea to have not just one savings account but several different types of accounts.
  6. 7 Business Activities That May Change Forever As A Result Of The Coronavirus
    The coronavirus is teaching us that some of our business traditions are actually bad for us and bad for business. Because of the impending coronavirus pandemic, businesses are re-thinking common workplace activities. In this article, I’ll identify the ones that will likely be replaced or diminished, or will go away ent
  7. Simple steps to make doing good part of who you are
    Fostering a culture of doing good can help a company attract and retain employees. Here are some tips for making doing good a part of your company identity
  8. Small Business: Ways to Avoid Fraud This Holiday Season
    holidays can make or break the year for small business. Be aware and put systems in place to combat fraud. Old National bank shares ways to protect
  9. The Most Common Customer Service Mistakes Small Businesses Make
    Customer service can make or break a business. Here are some common mistakes and how to avoid them
  10. Year-End Charitable Gifting and You
    Are you making charitable donations at year's end? If so, you should know about some of the financial "fine print" involved, as the right moves could