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4 open enrollment pain points--and how small businesses can avoid them
For many small businesses, open enrollment comes at a tough time. Year-end is approaching fast and you may want to focus on holiday sales, tax strategies and business planning for the coming year, instead of how to get your employees excited about and enrolled in a new employee benefits package. It doesn't help that th
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5 Ways to Protect Your Money From a Recession
Here are five smart moves to recession-proof your finances, before a storm hits.
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ONB and Jalem Getz, President and CEO of Wantable
ONB and Jalem Getz, President and CEO of Wantable 1. Can you share some background on Wantable, a bit of your company story and your growth
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3 habits to start now to build wealth for a lifetime, according to a financial planner
Summary List Placement As a financial planner, an important part of my job is helping clients make choices now to build wealth for the future. I always recommend clients start by reviewing their financial situation regularly and knowing how (and why) they're spending their money. I also think it's important to underst
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The Key to Becoming Rich: Always Pay Yourself First
When your paycheck hits, the first “bill” you pay isn’t your landlord, your internet provider, or the grocery store. It’s you.
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8 Smart Ways to Beat Inflation This Year
Here are eight ways to beat inflation this year and keep your finances on solid ground.
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How to incorporate the Sustainable Development Goals into your business
Since their launch five years ago, the U. N.’s Sustainable Development Goals have been the topic of conversation in corporate sustainability. Then came COVID-19, threatening our health and the health of our loved ones, upheaving the economy, and causing us to rethink how we work and live, the conversation has shifted.
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Pros and Cons of Consolidating Your Debt
Debt consolidation could improve your finances, it’s not the right move for everyone. This article looks at why or why not you might consider this strategy
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Retirement Planning for the Self-Employed: 5 Options for Lowering Taxes and Maximizing Saving
Choosing the right retirement plan can be confusing and overwhelming. Multiple options are available, which is a good thing, but understanding their attributes and intricacies takes time. Additionally, there are frequent updates and changes made by the IRS, such as the CARES Act in 2020 and SECURE Act in 2019, that cha
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What Could Improve Women's Retirement Outlook
There’s bad news and so-so news about the retirement insecurity of American female workers in the new Aegon Retirement Readiness Survey 2019. But the good news is that if employers, the U. S. government, financial advisers and those workers take a few key steps, today’s cloudy retirement prospects for women could becom