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1. Worried Mortgage Rates Will Stay High Forever? Here's How to Buy a Home in Spite of Them
   It's hardly a secret that mortgages have been expensive to sign since the start of the year.
2. 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.
3. Intriguing ESOP Benefits: Thoughts on Recent Research
   ESOPs (Employee Stock Ownership Plans) are IRC section 401(a) qualified defined contribution plans which allow employees to own stock in the company for which they work. ESOPs may be sponsored by public companies or closely held corporations. According to The National Center for Employee Ownership (NCEO), there are ove
4. 3 ways you can turn the tide of the 'Great Resignation'
   The Great Resignation is changing. In fact, the more it's analyzed, the worse it gets. Piling on the stat from August that 51% of all employees were
5. Tug of War: Handling the Challenge of Competing Financial Goals
   Let's walk through three steps to help you handle the challenge of competing financial goals.
6. The Psychology of Spending in Retirement: Why You Might Hoard Instead of Enjoy
   Why is it so hard to enjoy the money you’ve saved for decades?
7. 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
8. 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
9. 3 Ways to Save on Insurance in 2024
   Paying for insurance can be expensive -- especially in today's environment. In fact, the cost of a homeowners policy has
10. Want To Reopen Your Company? Read This First
    As businesses around the country once again open their doors, many leaders, employees, customers, and communities are asking themselves the same question: How can we reopen safely and successfully? First, it should go without saying: Businesses should only reopen if they can enact safety measures such as socially-dista