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1. 5 Ways To Make Your Small Business Sale-Ready
   Selling your business can change your life. Moving onto your next challenge, safe in the knowledge that your clients and team are looked after, is an exciting prospect that has likely crossed the minds of many small business owners. Five ways to make your small business sale-readygettyWhen you’re ready to do it, you’ll
2. Keep Your Business Safe by Teaching Employees to Spot Fraud
   While businesses are concerned with financial fraud, there may be an overall lack of understanding about common ways fraud happens and how to mitigate risk exposure. Teaching your employees to spot and prevent financial fraud should not be ignored. To help you take a more proactive approach to managing financial fraud
3. Will Inflation Derail Your Retirement Plan?
   In 20-plus years, I’ve seen several situations where external factors and individual choices have threatened to derail clients' financial plans.
4. Establishing a financial plan is a foundational
   Establishing a financial plan is a foundational step toward securing both present and future financial well-being. However, several persistent myths
5. How to Guard Against Financial Fraud
   How to guard against financial fraud Even if you don’t hear about it daily, cybercrime is on the rise and affects millions of individuals every
6. 11 Tips To Be A More Successful Investor Now
     Jump for Joy when you become a better investor following these 11 investing tips. Normally, I tell clients to expect at least one 10% drop in
7. Strategic Planning With Uncertainty About Pandemic’s End
   Looking for the right path.gettyThe Covid-19 vaccine rollout demands that business leaders plan for recovery in the economy as well as in health. More pratfalls with vaccinations may delay recovery, but vaccinations could accelerate thanks to learning-by-doing and copying success. Either way, companies need to be ready
8. Taking Control Of Finances For Aging Parents: Avoid These 3 Common Mistakes
   When your aging parent is no longer able to keep track of bills, investments and money management, someone else must step in. Often the parent has
9. Why Now’s The Time To Strengthen Your Workforce
   Savvy leaders are using this time to make strategic hiresgettyAs senior executives draft staffing plans for 2021, many are budgeting to address skills gaps and the need for other competencies that can help them navigate the path to recovery and well beyond. Here’s a look at the current employment market and the trends
10. The Psychology of Spending in Retirement: Why You Might Hoard Instead of Enjoy
    Why is it so hard to enjoy the money you’ve saved for decades?