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    1. 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
    2. What You Need to Know About AI-Driven Scams
      What You Need to Know About AI-Driven Scams   The explosion of generative AI has made fraud more convincing than ever. From deepfake videos to
    3. 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?
    4. 4 Estate Planning Documents Everyone Should Have
      Thinking about death can be… unpleasant. But when it comes to guarantees in life, death is one of the few.
    5. You’ll make multiple decisions as you embark on
      You’ll make multiple decisions as you embark on your financial journey, and choosing the right credit card is one of the most crucial.   After
    6. The 5 Biggest Tax Breaks for Parents in 2022
      When my children were young, I remember hearing statistics regarding how much it costs to raise a child from birth to age 18.
    7. 5 Money Moves to Make 10 Years Before You Retire
      If you're 10 years away from retiring, take these key steps to make sure your finances are in check for when you make the leap. Here are five ways to prepare your finances, according to experts. You have worked and saved and worked some more, and now you're finally 10 years away from retirement—first of all, congratula
    8. Cybercrimes can cost companies money, customers, and employees. Here's what types of cybersecurity protocols every business needs to keep their data and information safe.
      Summary List Placement More people are working remotely these days, as businesses strive to keep their employees safe and help stop the spread of COVID-19. But with so many employees working outside the office, organizations may be opening the door to a different kind of threat: a cyberattack. The FBI's Internet Crime
    9. 3 ways to bolster supply chain cybersecurity as attacks accelerate
      A procurement manager at a mid-size company receives a text message from the CEO saying that their warehouse vendor is offering a 30% discount if they
    10. Cybersecurity Action Plan: 7 Tips for Small Business CFOs
      A data security breach is one of the CFO’s biggest nightmares. The bad actors are getting creative at their trade, causing our nightmares to become