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    1. 3 Reasons the Roth IRA Is the Best Retirement Savings Tool Out There
      When it comes to saving for retirement, you have choices. You can opt to participate in your employer's 401(k) plan or open an IRA through a bank or financial institution. And while IRAs have lower annual contribution limits than 401(k)s, they typically offer lower fees and a wider range of investment choices, making t
    2. 5 questions to ask at your first financial planning appointment
      Summary List PlacementAt your first financial planning appointment, it's a good idea to ask your financial planner about the total cost of their services (including any underlying fees in your portfolio) and how many clients they have. Ask about the plans they have to cover your needs if they leave the business, such a
    3. Customer Retention Strategies That Work in Uncertain Times
      Change is one of the few constants in life, especially in business. Enterprises that are able to adapt to change will be able to withstand not only the small fluctuations of everyday operations, but also sudden major disruptions. A global pandemic is but one possibility here; natural disasters and other crises may pull
    4. Retirement Realities
      Predicting exactly what your retirement will be like is about as possible as a meteorologist predicting the weather correctly every single time.
    5. 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
    6. 5 Ways to Squeeze Every Penny Out of Your 401(k)
      Used well throughout your career, your 401(k) plan can help you reach millionaire status by the time you retire. If you really put your mind to it and effort behind it, you might even be able to blow past that level. The thing is, though, that while the basic concept behind the 401(k) is simple, getting the absolute mo
    7. Here’s How Working After 62 Can Change Your Social Security Benefits
      Continuing to work after age 62 can affect your level of Social Security retirement benefits, whether you are receiving benefits at the time or not.
    8. 5 Ways to Improve Your Cybersecurity
      We are in a computerized world, and that comes with all kinds of pros and cons. And, one of those cons involves privacy and security in a world where cyber criminals spend every waking minute seeking ways to benefit from any vulnerability in your online systems. So, today, let’s discuss how to improve your cybersecurit
    9. A Few Social Security Changes Are Starting in April. Here's What Recipients Need to Know
      Social Security isn't always the easiest program to navigate because it's constantly going through changes. Some changes are expected, such as
    10. 5 Ways The New Stimulus Bill May Help Your Small Business
      If your small business has been struggling because of the Covid-19 pandemic, here are some important ways this new relief package may help.© Jeff - Adobe StockBy Gerri DetweilerThe second stimulus bill, the Economic Aid to Hard-Hit Small Businesses, Nonprofits, and Venues Act, has been passed by Congress and signed int