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  1. 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
  2. Should I Make A S-Corporation Election?
    S-Corp ElectionRido81The first tax deadline for S-Corporations and Partnerships is next week, and I’m fielding a lot of questions around the S-Corporation election. Many small business owners think or have been told that the S-Corp election is the way to reduce taxes for your business, because it gives you the ability
  3. The Economy Is Going Well Now, But Questions About The Longer Run Remain
    As the economy roars back from the pandemic’s lockdowns and quarantines, its near-term prospects look marvelously bright in just about every sector – employment and retail, capital spending and housing.
  4. How to Choose Company Benefits That Appeal to Gen Z
    Today’s companies need to rethink their benefits packages to attract and retain new talent. Read on to find out what appeals to your Gen Z employees
  5. 6 Tips to Celebrate Small Business Saturday in Today’s Worl
      If you’re a small business retailer, you’re probably approaching the holiday season with a mixture of excitement—finally, in-person holiday
  6. 4 Steps To Turn Makeshift Digital Transformation Into Long-Term Success
    Co-authored with Nikolaus Obwegeser and Benjamin MüllerMakeshift digital home officegettyWhile many companies were reportedly undergoing some form of digital transformation before COVID-19, it seems they were not far enough along their journey to respond effectively. At the outset of the pandemic, companies scrambled t
  7. A comprehensive guide to small business insurance: Here’s how to safeguard your company
    Starting your own business requires a significant investment of both time and money. Millions of people continue to step up to the challenge with 33
  8. Life Insurance: What Business Owners Should Know
    It's important to insure yourself as well as your company It is said that a quality life insurance policy provides "certainty in an uncertain world."
  9. When Is It OK to Tap Your Retirement Savings?
    You spend your working years saving what you can for retirement, knowing you'll one day take the money out. But things don't always go according to
  10. Business Strategy For The High Inflation Economy
    Companies around the world are feeling inflation, especially companies in the United States.