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  1. Life Insurance and the Demise of the Stretch IRA
    Since their introduction in 1974, IRAs have become one of the most popular tools for retirement savings. And with an average of one out of three Americans now owning an IRA, they are also among the most significant assets addressed in many estate plans. Although funding retirement remains the primary purpose of an IRA,
  2. Organize Your Business Bank Accounts
    It’s fairly common, in my experience, for small business owners to have unorganized business bank accounts. Some small business owners don’t even HAVE business bank accounts when they start their companies. While money is at the heart of our businesses, most people tend to think about generating sales and increasing re
  3. A Commitment to Community Financial Education
    Finding the right lender and making a connection can make the difference in buying a home or making a large purchase. Free financial education from
  4. Don't Leave Things to Luck: 3 Ways to Secure Your Finances in 2023
    Rampant inflation has been with us for well over a year. And it's caused a lot of people's finances to take a turn for the worse.
  5. How a 'Near Zero' Interest Rate Affects Your Money
    The Federal Reserve announced on Sunday that it would cut interest rates to near zero, with the benchmark for consumer interest rates to drop to between 0% and 0.25%.
  6. Understanding SEO Jargon: A Simple Guide for Business Owners
    Imagine this: Sarah, a passionate small business owner, sits at her desk on a late Wednesday afternoon, scrolling through her emails. She pauses at
  7. Key Entrepreneurial Trends for 2025
    If you're a business owner or planning to start a new business, here are some key trends taking center stage in the new year
  8. 401(k) vs. IRA: Which One Is Right for You?
    There are dozens of factors to consider as you're planning for retirement. How much should you be saving? What age should you retire?
  9. 7 Steps to Buying Life Insurance in Your 20s
    You can part your hair down the middle and slather on all the wrinkle cream you want — unfortunately, aging is inevitable. Though it may be a tough realization, you are getting older. And that means you should consider getting life insurance, even as a young adult. Life insurance is designed to provide for your loved o
  10. Generative AI Is Democratizing Fraud. What Can Companies And Their Consumers Do To Prevent Being Scammed?
    Online Fraud oz - stock.adobe.com The fraud landscape is evolving dramatically and rapidly thanks to new tactics, new scale, and new technology ––