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    1. 5 Tax Strategies for Small-Business Owners
      Small-business owners are increasingly being congratulated for their contributions to the economy. They create jobs, provide much-needed services, promote diversity and put money back into their communities. Yet, those same business owners often are so busy with their day-to-day pursuits that they neglect their own fin
    2. Financial Advice I Would Give My Younger Self – Planning for Education Funding
      At the end of most lectures I give, the moderator usually asks, "What else should our audience know?"
    3. The Frightening Sophistication of the Phishing Scam
      We’re long past the days of typo-filled emails from Nigerian princes who promise to share great wealth if the recipient will only pay a nominal fee up front. Today’s phishing frauds are far more sophisticated and successful. They’re harder to spot and con artists have expanded beyond emails to text messages and phone c
    4. Feeling Generous? Don’t Let Your Holiday Or Year-End Bonuses Land You In Hot Water
      In 2018, 38% of small business owners planned on giving holiday bonuses to their employees. If you fall under this statistic, your employees will thank you for it. But if your execution stinks, your business will not be so appreciative. Done legally and fairly, year-end or holiday bonuses are a great way to retain top
    5. Finance 101: Money Skills Every New College Student Needs
      Looking to equip your new college student with financial skills? Start laying the foundation for a solid financial mindset before they leave. Here's how
    6. How To Leverage Generative AI For Small Business Growth
      AT isn't just for big companies anymore. Read on to find out how affordable AI tools can help you grow your business and your bottom line
    7. School’s Out for Summer … But Tuition Is Back in the Fall
      I can only imagine the enthusiasm of students and teachers who will finally able to be back in a classroom and learning in person as schools and campuses around the country start coming back to life this fall.
    8. SECURE Act: How it Can Affect Your Estate Planning
      When Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act — which took effect on Jan. 1, 2020 — it created a mixed bag of benefits and new requirements for Americans saving for retirement. The law was also a way for the government to get access to retirement savings sooner so that mone
    9. 5 Lessons Leaders Say They Are Taking Away From 2020
      In the hardest of times, some leaders learned valuable lessons that will see them into the future.gettyI received a holiday card this year that summed up 2020 perfectly. It read:“Well, that was weird.”For businesses, 2020 has indeed been like nothing we’d experienced before. We saw pandemic-related closures, a halt to
    10. Do You Really Know What Your HSA Can Do for You?
      Over the past several years, health savings accounts (HSAs) have grown in both interest and popularity — so much so that there were $104 billion in