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1. Companies are adopting creative and inclusive ideas to support employees' well-being.
   Studies show that well-being programs contribute to employee engagement, productivity and retention. Here are some ideas companies are adopting to support their workforce
2. Roth Option Will Improve Your Company 401K
   Many of your plan participants would greatly benefit from a Roth 401(K)  provision. From the perspective of the plan sponsor, it’s a no brainer. It should be available on every plan. And you can enhance your plan benefits without one single penny of additional cost to the company. Roth 401(k) provisions are grossly und
3. What You Need to Know About AI-Driven Scams
   What You Need to Know About AI-Driven Scams   The explosion of generative AI has made fraud more convincing than ever. From deepfake videos to
4. Three Smart Money Moves to Make This Fall
   It’s hard to believe that we’re heading toward fall already. Most of us have spent the summer unwinding and relaxing, so now it’s time to check in on
5. Covid Has Transformed How Shoppers Pay. Here’s How Small Business Can Benefit
   Covid has transformed how we pay for goods and services.
6. Interest Rate Forecast: Remaining Low Throughout 2020
   Many of us forecasters have been expecting interest rates to rise, but we’ll have to wait another year for that to happen. The key issue is economic growth strong enough to push inflation up, or at least to make the Federal Reserve worry about inflation rising. The latest economic data have dashed hopes for strong econ
7. Tax-smart charitable giving before you retire
   You’ve had a successful career and you’re almost ready to retire. While still in your peak earning years, is there a tax efficient way to give back?
8. Money Management During National Financial Literacy Month: The Stress-reducing Real-Life Finance Program
   April is National Financial Literacy Month. If you feel like your employees, or yourself, are lagging in your financial planning (or have no plan at
9. 4 Estate Planning Documents Everyone Should Have
   Thinking about death can be… unpleasant. But when it comes to guarantees in life, death is one of the few.
10. 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