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  1. Refinanced Your Mortgage? 8 Things to Do With the Savings
    Mortgage rates are at historic lows and many homeowners have refinanced their home loans to reap serious savings.
  2. Customer Retention Optimization Strategies to Keep Customers Long-Term
    Your customers are your enterprise’s life’s blood. When you get a new customer, work to retain them and grow customer lifetime value. While the sales team will always be looking for new customers, retaining a current customer is far cheaper than finding a new customer to replace them. When you retain a customer, you’ve
  3. 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
  4. Which Retirement Plan Should I Add to First?
    Saving for retirement is one of the most important ways that you can prepare for your financial future. When you stop working, nearly all of your income dries up. Although you may qualify to receive Social Security benefits, they'll only go partway toward replacing the income that your job paid you. Relying too much on
  5. Surviving And Thriving Post-Pandemic: 3 Critical Areas Of Focus
    U. S. businesses are gearing up to reopen as COVID-19 restrictions ease, and they have their work cut out for them. Not only must businesses grapple with safety precautions and new regulations that govern the way they operate, they’ll have to adapt to meet the needs of the new consumer — one who’s been through a pandem
  6. Tax-smart charitable giving before you retire
    You’ve had a successful career and you’re almost ready to retire. While still in your peak earning years, is there a tax efficient way to give back?
  7. What To Do When You're Tired Of Running Your Own Business
    Overwhelmed by running your own business? Entrepreneurial experts weigh in with these tips for coping.
  8. Corporate Wellness Trends To Watch For In The New Decade
    Health and wellness programs and benefits will continue to be a significant way for employers to stand out from the pack in the coming years. Offering progressive and innovative programs and benefits not only gives companies a competitive advantage in the increasingly tight war for talent. It is also a lever by which e
  9. How to Borrow Sensibly for Your Business
    If you're the owner of a small business, you'll know that you need to spend money if you want to get ahead. Whether you're able to spend a little or a
  10. Smart Leaders Say They Are Taking This Lesson Away From The Pandemic
    During the pandemic, managers say the part of their leadership game they’ve had to improve the most is in their level of openness.gettyMost likely you’ve felt a communication void at some point in your career. Maybe you found yourself on a team where information was shared on a “need-to-know” basis. And you? Well, you