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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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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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Healthcare Cybersecurity Tips to Help Protect Your Data
Cybercrime is on the rise, and healthcare is becoming a primary target as per recent news. What is accounted as cybercrime at a medical practice? Anything from a hacker stealing protected health information for medical identity theft to a staff member viewing patient records without prior authorization. You’ll need hea
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A 6-point leadership playbook to get through the coronavirus crisis
David Demarest knows a thing or two about operating in high-pressure, high-stakes environments. Beginning in 1989, Demarest spent four years as White House Communications Director for President George H. W. Bush, working directly with the president and the Cabinet during a period that saw the dissolution of the Soviet
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Small Business Owner’s Guide to Saving
A Business Owner’s Guide to Saving talk through your short-term and long-term goals, achieve financial stability, grow their savings, and maximize their earnings.
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Beyond The Green: The ‘G’ In ESG Is Key To Fighting Corruption
Corruption is a common ESG issue. Proactive corporate governance is key to addressing and preventing it
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Employee financial stress: How to recognize and address this growing workplace problem
Employers are starting to realize the impact of employee financial stress, for good reason — there is a direct correlation between the economic health of employees and the companies they work for. Since nearly 60 percent of employees in the U. S. say they are financially stressed—more than all other life stressors comb
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How to Prepare for a Bidding War When Buying a
Discover expert insights to navigate sellers' markets with ease. Michael Bartels, a seasoned mortgage professional, shares invaluable tips to secure your dream home. From pre-qualification to negotiation strategies, learn how to stand out in competitive bidding wars.