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    1. Reverse Estate Planning? There’s Such Thing, And It’s A Good Strategy For Some Families
      Most estate planning discussions assume assets flow in only one direction, from older generations to younger generations.
    2. 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
    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. Title hereHow to Turn Your Homeownership Goals into Achievable Milestones
      Buying and owning a home has been a rite of passage for generations of Americans—a milestone on the path to financial security
    5. How to encourage employee participation in preventative health
      When you invest in health benefits and preventative health programs, you're investing in your employees. Giving employees the resources and tools they need to improve their health, both mental and physical, can reduce immediate and future health care costs and lead to a more productive workforce. However, these prevent
    6. Unemployment May Give You More Money, But It Can't Give You This
      Unemployment benefits are looking a lot better than usual these days, thanks to the extra $600 per week the CARES Act provides to all recipients during the COVID-19 pandemic. Some people are actually earning more money from unemployment benefits than they did working their normal jobs, but even for these individuals, u
    7. Lump Sum or Not: What’s the Best Way to Invest Your Year-End Bonus?
      Many corporate executives recently received their 2020 performance bonus. Others, especially at many large companies, will get them over the coming weeks. While the downturn in last year’s economy may have cut into these annual awards for some, others will receive tens, perhaps hundreds of thousands of dollars. So, whe
    8. The 3 Underrated Financial Benefits of Stay-at-Home Parenting
      The decision to become a stay-at-home parent isn't an easy one.
    9. Leveraging the Tax Code to Minimize Your Tax Liabilities
      As we head toward March, one of most dreaded times of the year approaches: tax season.
    10. Why Outsourcing IT and Cybersecurity is the Smart Choice for FQHCs
      Cyber criminals are increasingly going after healthcare organizations. That's bad news for FQHCs, which offer healthcare to underserved communities. Here are a few reasons why outsourcing IT needs could help protect FQHCs from attempted breaches