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    1. Are You Making the Most of Your HSA?
      A health savings account, or HSA, is one of the most flexible and valuable savings accounts available to U. S. citizens. Used properly, an HSA can save you a lot of money on taxes and ensure you're prepared to handle an emergency medical bill or medical expenses in retirement. Unfortunately, the vast majority of people
    2. Benefits of Opening a Pre-Tax Retirement Plan
      Retirement plans and/or accounts can benefit your clients in many ways, especially if there is a need for them to reduce their tax liability. Clients who have seen their tax liability increase when filing their 2018 tax returns would be ideal people to start a conversation with. These individuals have seen their tax bi
    3. Cutting-Edge Business Protection: Combating the
      Cutting-Edge Business Protection: Combating the Top 5 Merchant Fraud Activities with Old National Bank   By Elle Werley, Merchant Services
    4. Cyberthreats Are Ever-Present, Always Tough to Fight
      A new survey shows small-business owners and IT leaders worry extensively about cyber threats. Few are prepared. Cybersecurity and computer woes are
    5. Doing Business and Rising Above in Times of Crisis
      OpenClipart-Vectors / PixabayIn today’s business climate, business owners must remain agile – they must continuously adapt, decide at a breakneck pace, execute with the twinkling of an eye, and consistently innovate. They are quick, spontaneous, and goal-driven. It’s part of who they are — and there’s always new techno
    6. Financial Spring Cleaning Tips for Your Business
      You may be gearing up to reopen your small business amidst the uncertain times COVID-19 produced. Nonetheless, as things return to a “new normal,” it’s a great time to take a moment or two to organize your business finances and ensure you’ll stay efficient after reopening. From combing through your budget, to reevaluat
    7. From G1 To G5: Building Enduring Family Offices Through Governance
      Generations change, but maturity is a choice. Explore how to build an enduring Family Office for generations to come.
    8. Healthcare: Are We Headed Into an M&A Boom or Bust?
      The coronavirus pandemic has upended lives and industries, and the senior housing market remains in the crossfire. The pandemic started as a public health issue that has also become an economic issue, and the senior housing industry has felt the impact on both fronts. As senior housing providers continue to battle the
    9. How Advisors Keep Families From Feuding In Estate Planning Meetings
      In popular culture, scheming family members often vie to inherit money from a rich relative. Tempers flare, fights break out and aggrieved plotters stew in anger. That level of drama rarely plays itself out in reality. Instead, advisors seek to bring families together to discuss estate planning in a calm, respectful ma
    10. How to Bulletproof Your Ecommerce Business for Demand Volatility
      Ecommerce companies have had a range of challenges to overcome in the last couple of years. Problems with global supply chains, delivery issues, and