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        1. Time to Spring-Clean Your Finances: A Financial Professional's Four Steps to Tidy Them Up
          As we approach the midway point of the year, now’s a great time to reflect on your finances and ensure you’re making the most of your workplace benefits.
        2. Understanding AI’s customer service opportunities
          Artificial intelligence is swiftly becoming an action item for executives, especially as the technology continues to see rapid advancement.  In a
        3. Financial Fitness: The Key to Making Your Money Last
          To live a long life, you’ll need a healthy supply of money to go the distance with you. The risk of outliving your money is called “longevity risk.”
        4. 5 Ways to Squeeze Every Penny Out of Your 401(k)
          Used well throughout your career, your 401(k) plan can help you reach millionaire status by the time you retire. If you really put your mind to it and effort behind it, you might even be able to blow past that level. The thing is, though, that while the basic concept behind the 401(k) is simple, getting the absolute mo
        5. 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
        6. 3 Questions to Ask Yourself Before Selling Your Business
          Thinking of selling your business? Consider these three points before doing so. One of the hardest decisions you'll ever have to make as a founder is whether you should sell your business. Deciding if you should keep growing your company and try to turn it into a behemoth or sell it and receive a large payout for your
        7. 3 Reasons CFOs Are Well-Positioned To Support Their Organization’s ESG Success
          Today's CFOs must recognize and embrace sustainability as a driver of returns.
        8. 3 Reasons the Roth IRA Is the Best Retirement Savings Tool Out There
          When it comes to saving for retirement, you have choices. You can opt to participate in your employer's 401(k) plan or open an IRA through a bank or financial institution. And while IRAs have lower annual contribution limits than 401(k)s, they typically offer lower fees and a wider range of investment choices, making t
        9. 3 Ways to Stay Close to Customers, Even at Scale
          Connection is essential to anticipating and exceeding your customers’ needs. Here are three ways to maintain those connections, even as your business grows
        10. 4 Cash Flow Challenges Facing Small Business Owners Today
          By Deborah Sweeney You should probably have a good handle on your company’s cash flow, but do you ever wonder how your company compares with other small businesses? Intuit QuickBooks recently released a global study, the State of Small Business Cash Flow, which reveals the cash flow challenges experienced by small busi