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    1. Five Simple Year-End Tax Tips to Set Up a Successful 2024
      ’Tis the season to make New Year’s tax resolutions, but as I have seen many times in my 25 years as a financial adviser, it’s those who plan ahead
    2. Fed keeps key rate near zero, sees inflation as 'transitory'
      WASHINGTON (AP) — The U. S. economy is quickly strengthening, inflation is showing signs of picking up and the nation is making progress toward defeating the viral pandemic. But on Wednesday, Chair Jerome Powell made clear that the Federal Reserve isn't even close to beginning a pullback in its ultra-low interest rate
    3. Hosting for the Holidays? 5 Tips to Save Money and Preserve Your Mental Health
      The holiday season is practically here, and for a lot of people, this means they will either be visiting friends and family or *gasp* called upon to host visitors.
    4. What's the Best Way to Tackle Debt? Comparing Balance Transfer Cards vs. Loans
      If you have a significant amount of debt, it can make everyday life stressful. It may feel like you're never able to get on top of your finances. This is especially true if you don't know how to pay off debt.
    5. 5 Ways To Make a Business Case for Virtual Reality in Healthcare
      There were roughly 90 first-year medical students that had gathered in the lab. The instructor was about to take them through their first dissection
    6. How To Make Your Money Last As Long As You Do In Retirement
      The main goal of investing for retirement is building up enough wealth to cover your living expenses (and pay for fun) for as long as you live. The problem? There is not a single soul on Earth who knows when they’re going to die. You can speculate all you want, but the reality is, you don’t know if you’ll last until 85
    7. What to Ask Before Hiring a Financial Advisor
      What You Need to Know Before Hiring a Financial Advisor It's no secret the blogosphere tends to hold financial advisors in contempt. The money blog movement is steeped in DIY gumption that does not lend itself well to seeking outside help. Additionally, even though bloggers won't admit it, at some subconscious level th
    8. 3 steps to greater FSA/HSA participation
      The rapid spread of COVID-19 has emerged as one of the biggest health crises of our time, with plenty of uncertainty still to come. In response, many American families have turned to self-funded health care benefits like flexible spending accounts (FSAs) and health savings accounts (HSAs) to purchase over-the-counter m
    9. Growth Strategy: Adapting for Scale in the Current Business Climate
      Growth Strategy: Adapting for Scale in the Current Business Climate
    10. How Small Businesses Can Build Financial Resilience in Uncertain Times
      uncertainty for entrepreneurs and small business. Get help equip you with the strategies needed to build long-term financial resilience