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    1. What Planning Should You Do Prior To Selling Your Company?
      Selling a business is exciting, stressful, and life-changing.
    2. 1 in 3 employees believe their company’s cybersecurity is a moderate or major problem
      With 1 in 3 employees believing the cybersecurity of their company is a moderate or major problem, decision-makers must do more to reassure them.
    3. 3 Things Retirees Need to Do Right Now to Prepare for a Second Coronavirus Wave
      With COVID-19 cases rising across the country, there's not really much debate about whether the situation is getting worse or better in the United States. In fact, the only division among public health experts now is whether we're in a second wave, or whether the first wave never ended. Sadly, things are probably going
    4. 5 Strategies for 40-Somethings Who Are Way Behind on Retirement Savings
      There are a lot of scary retirement charts that tell you how much you should have saved for retirement. One commonly cited figure by Fidelity Investments says that by the time you're 40, you should have three times your annual income set aside. But let's face it: That number is laughably unrealistic for a lot of people
    5. 91% of HSA Participants Make This Glaring Mistake
      It's unfortunate that not everyone has access to a health savings account, or HSA, because these savings plans really offer a host of benefits. For
    6. A Solid Emergency Fund Could Be Your Ticket to a Strong Retirement Nest Egg. Here's Why
      You'll often hear that it's important to save money for retirement if you want to live comfortably during your senior years.
    7. 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
    8. No Summer Vacation This Year? What to Do with the Money You’ve Saved
      From spring through summer this year, we’ve seen travel get disrupted by COVID-19. Some countries have even banned international travel to help contain the virus. SEE MORE COVID-19: A Once-in-a-Lifetime Chance to Change Our Spending HabitsClients at my firm who began planning dream vacations many months ago have been a
    9. Refinanced Your Mortgage? 8 Things to Do With the Savings
      Mortgage rates are at historic lows and many homeowners have refinanced their home loans to reap serious savings.
    10. Where to Save Cash: You Have Options
      Saving money is an important component of a strong financial plan. Putting money away makes it easier to prepare for emergency expenses and achieve