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Good debt vs. bad debt: Understanding the difference
Not all debt is created equal. Read on to understand the difference between good and bad debt, and how to adjust your strategies based on your own financial situation
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Will Inflation Derail Your Retirement Plan?
In 20-plus years, I’ve seen several situations where external factors and individual choices have threatened to derail clients' financial plans.
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Financial Tips for Your Adult Children
As they get older, you want your kids to thrive on their own earnings, while building toward major expenses like a home purchase, raising their own children and retirement. How do you help them get there?
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Money Market vs CD: How to Decide
What's the difference between a CD and a money market account? Learn the pros and cons of both—and how to decide between a CD and money market account.
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7 Financial Tips For New Grads
One of the most common things I often hear from people is how much they wish they had learned about financial wellness when they were younger. I particularly think about this with all the new college grads this year. There are a lot of things I’m glad I knew back then and a lot more I wish I knew. Here are a few financ
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Why You Should Consider A Loan Renewal
A loan renewal might be your best bet for affordable, long-term financing. Small business owners who have been around for a while know the value of affordable financing, including small business loans with generous terms. Financing helps growing businesses flourish, and can act as a lifeline for businesses temporarily
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Breaking Down The Basics Of HSAs
HSA (Health Savings Accounts) can be a tax-efficient way to save for future health care expenditures Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified
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What New Grads Should Know About Money
One of the most common things I often hear from people after one of our financial wellness workshops is how much they wish they had learned about personal finance when they were younger.
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As health care costs rise, what options are best for small business owners in 2019?
How much does healthcare cost a small business and their employees? Short answer? A lot. A typical employee's individual policy ran almost $7,000
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Exposing Supplier Vulnerabilities In The Supply Chain
Founder and CEO of Mercado Labs, with a 25-year history of building tech solutions that improve end-to-end efficiencies in the supply chain.